Hays Specialist Recruitment Ltd
Chartered Financial Planning Adviser
Redhill, United Kingdom, GB - Financial Services
One of Surrey's most successful Chartered Wealth Management firms is keen to hire an established Financial Planner.
This rare opportunity involves maintaining existing clients and developing new business for the firm. The ideal person for this role will also inherit a very lucrative client bank (90% Private Clients, 10% Corporate), which typically generates 300K per year.
Reporting to the MD, the Financial Planner's key duties will include:
· Responsible for the advice and servicing of an existing portfolio of private clients which you'd be expected to grow in terms of both client numbers and total assets
· In addition to managing the clients who receive an ongoing advice service, you will also be expected to deliver transactional financial planning advice to clients who do not require or wish to receive an ongoing financial planning service
The ideal candidate will be Chartered, or currently studying towards Chartered status. You will be from an IFA/Wealth Management background, with a strong track record in writing business. Please note this opportunity is not suitable for Banc Assurance candidates.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
£40000.00 - £65000.00 per annum
Posted November 27, 2014 at 08:56AM from LinkedIn http://ift.tt/1uKFLSy
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