Financial Planner - East Sussex, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
East Sussex, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Financial Planner - Near Crawley (Sussex), manage a book of 170 clients which generates £420k in recurring income, £60k - £75k basic salary + commissions
My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business and the Office Manager. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. Thedo Wills and Trusts as well as Powers of Attorney.


The Managing Director has had a long illustrious career in financial planning and is looking to step away from advisory activities and take on more of a management role.

His client bank comprises of approximately 170m clients and brings in £420k of recurringfees.

  • Independent Financial Adviser
  • Based outside Crawley
  • You must hold your Level 4 Diploma
  • Preferably working towards your chartered status
  • Allocated clients bank to manage (circa 170 clients)
  • Full market independent financial advice
  • Any new business you can bring is welcomed


If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you.

If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
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