- You will work in collaboration with this adviser to facilitate a hand over of their clients to you over an 18 month period
- There is extremely high earning potential in this book of business but also a fantastic opportunity to develop new business from it and enhance your earnings further.
- Technical product knowledge and experience of dealing with high net worth clients across the full product range including investments, pensions, tax, trusts, IHT
- Someone happy to see clients in their homes/businesses and the office. This is not a desk based advisor role
- You must be willing to be a patient whilst the transition from the current advisor to you takes place. The rewards are there if you are
- The client experience is everything - you must be ethical, personable, knowledgeable and always focusing on the best client outcomes at all times
-
Trainee Financial Planner
1 week ago
Artemis Recruitment Consultants Ltd Surrey, United KingdomFinancial Services · Surrey · 30/03/2023 · Type of Position: Trainee Financial Planner - Banstead, Surrey · Pay: £30k · **Trainee Financial Planner - Banstead, Surrey**: · We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a ...
-
Financial Planner
3 weeks ago
Idex Surrey, United KingdomAs an extremely experienced Financial Advisor do you think your skills lie more in developing and maintaining exceptional client relationships than developing new business? · Can you develop deep and trusted connections with intergenerational clients? · If the answers to the abov ...
-
Financial Planner Leader
5 days ago
Premier Group Recruitment surrey, United KingdomJob DescriptionFinancial Planner Pod Leader - Surrey, hybrid working · A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. · Our client is ...
-
Financial Planner Leader
1 week ago
Premier Group Recruitment Woking, United KingdomFinancial Planner Pod Leader - Surrey, hybrid working · A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. · Our client is looking for a Fi ...
-
Chartered Financial Planner
5 days ago
Capio Recruitment surrey, United KingdomJob Role: Chartered Financial Planner (CII, LIBF OR CISI) · Location: Surrey or London based · Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme · We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C ...
-
Chartered Financial Planner
2 weeks ago
Capio Recruitment Surrey, United KingdomJob Description · Job Role: Chartered Financial Planner (CII, LIBF OR CISI) · Location: Surrey or London based · Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme · We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an exis ...
-
Chartered Financial Planner
1 week ago
Financial Divisions Woking, United KingdomChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) ...
-
Chartered Financial Planner
5 days ago
Financial Divisions surrey, United KingdomJob DescriptionChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ide ...
-
Financial Planner Leader
3 weeks ago
Premier Group Recruitment Surrey, United KingdomFinancial Planner Pod Leader - Surrey, hybrid workingA great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financi ...
-
Financial Planner I
2 weeks ago
Capio Recruitment Surrey, United KingdomJob Description Job Role: Chartered Financial Planner (CII, LIBF OR CISI) · Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme · We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C. Any new business i ...
-
Financial Planner I
2 weeks ago
Financial Divisions Surrey, United KingdomOutstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered ...
-
Financial Planner I
3 weeks ago
Financial Divisions Surrey, United KingdomJob Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (id ...
-
Financial Planner I
2 weeks ago
Financial Divisions Surrey, United KingdomOutstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) wh ...
-
Chartered Financial Planner
3 weeks ago
Financial Divisions Surrey, United KingdomChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) wh ...
-
Financial Planner Team Leader
1 week ago
Nigel James Associates Ltd Woking, United KingdomRole · Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on estab ...
-
Financial Planner Team Leader
1 week ago
Nigel James Associates Ltd Surrey, United KingdomJob DescriptionRole · Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role ...
-
Financial Planner Team Leader
3 weeks ago
Nigel James Associates Ltd Surrey, United KingdomRoleNigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on establis ...
-
Senior Financial Planner/Team Leader
1 week ago
Blakemore Recruitment Surrey, United Kingdom Full timeThe Firm · Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone's relationship with their wealth: to make it a positive force ...
-
Payroll Specialist
2 weeks ago
Orka Financial Surrey, United KingdomOrka Financial is recruiting for a care company based in Surrey. Our client seeks a Payroll Specialist for a 15 month contract, which would perfectly suit a payroll professional with knowledge of end to end payroll. · **Responsibilities** · - Processing new starters · - Completin ...
-
Senior Paraplanner
1 week ago
Coast Specialist Recruitment Surrey, United Kingdom**A great new position has arisen within a boutique Wealth Planning firm based in the City - hybrid working** · **Experience and Qualifications** · - Have 5+ years' experience within the independent sector of the financial services industry in a paraplanning role involving direct ...
Financial Planner - Surrey, United Kingdom - Idex
Description
A high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire.
This particular opportunity is quite unique for the following reasons:
You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients
What we are looking for in an applicant:
Experienced Financial Planner who can demonstrate year on year high performance and retention of clients and new business development
This is genuinely a rare opportunity and one not to be missed. Alongside all of the above you will also be working for an award winning Financial Planning business with full paraplanning, admin and compliance support which leaves you to do what you do best.
If this role in Surrey interests you please apply or contact me confidentially for a discreet and informal chat about the opportunity.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
