Financial Planner

With a loyal client following, this provincial accountancy practice has become a dominant player in the tax and accounting sector for wealthy individuals and SMEs in the Surrey area.

The firm currently requires a Financial Planner to join their Surrey office, where you will provide private fully holistic fee based advice to a broad range of clients. From the outset a portfolio of clients will be handed to you with currently £3m FUM.  Working closely with colleagues and partners, your role primarily will be to develop the accountants’ clients as to date, as well as the corporate connections. With a strong investment proposition – an investment committee that analyses markets and funds and constructs Model Portfolios. Most of the clients are now managed on the Wrap platform. You will be required to bring a portfiolio of clients with you.

As a highly articulate and confident financial planner, you must be DipPFS qualified or equivalent and be able to demonstrate a successful track record. The company operates a salary range between £35,000  x3 Validation. Benefits include contributory pension, critical illness cover, PHI, death in service, share options and in some cases mid to long-term equity options.