Free cookie consent management tool by TermsFeed Financial Planner in Surrey | MBF

Financial Planner

  • Surrey
  • Permanent
  • £75000 basic, uncapped OTE

Job details.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.

Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East. This well-established and rapidly growing firm is seeking individuals with a vision for building and managing their own high-quality client book.

Role Description:

As a Financial Planner in this role, you will enjoy the support, guidance, and resources provided by a prominent name in the wealth advice sector. You'll have the opportunity to provide first client service while developing and growing your own book of clients over a period of time with earnings increasing year on year, you will be in control of your own business/income.

Key Responsibilities:

  • Offer personalized financial advice and wealth management services to clients.
  • Build and manage a high-quality client book.
  • Make use of training, leads, and client resources provided by the company.
  • Maintain the highest standards of professionalism and integrity.
  • Stay current with industry trends and regulations.
  • Must be driven, hardworking and happy to network, proven training methods that have been a success for over 10 years will be provided but self-motivation and attitude are key.

On Offer:

  • Highly competitive base salary.
  • Uncapped bonus potential.
  • Genuine opportunity to earn a six-figure salary where you are in control of your earnings, not relying on a discretionary bonus.
  • Ongoing training and professional development.
  • A supportive and collaborative work environment.
  • Opportunities for career growth and advancement.
  • Staring salary £65-£75k, full OTE earning details on request. OTE to increase year on year.

Qualifications:

  • A strong commitment to providing exceptional client service.
  • Financial planning qualifications and industry certifications (DipPFS or equivalent).
  • Proven experience in financial planning.
  • Excellent communication and interpersonal skills.
  • Self-motivated and driven to achieve targets.
  • Knowledge of financial products and investment strategies.

Location:

This opportunity is based in London and the South East, where you'll find great potential for building and expanding your client base.

Work Schedule:

We offer highly flexible working arrangements to accommodate your needs and enhance work-life balance.

If you're a dedicated and ambitious Financial Planner looking to take control of your financial future while delivering exceptional client service, please apply for this role. Be part of this clients on-going success story and apply for this exciting opportunity today.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.

Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East. This well-established and rapidly growing firm is seeking individuals with a vision for building and managing their own high-quality client book.

Role Description:

As a Financial Planner in this role, you will enjoy the support, guidance, and resources provided by a prominent name in the wealth advice sector. You'll have the opportunity to provide first client service while developing and growing your own book of clients over a period of time with earnings increasing year on year, you will be in control of your own business/income.

Key Responsibilities:

  • Offer personalized financial advice and wealth management services to clients.
  • Build and manage a high-quality client book.
  • Make use of training, leads, and client resources provided by the company.
  • Maintain the highest standards of professionalism and integrity.
  • Stay current with industry trends and regulations.
  • Must be driven, hardworking and happy to network, proven training methods that have been a success for over 10 years will be provided but self-motivation and attitude are key.

On Offer:

  • Highly competitive base salary.
  • Uncapped bonus potential.
  • Genuine opportunity to earn a six-figure salary where you are in control of your earnings, not relying on a discretionary bonus.
  • Ongoing training and professional development.
  • A supportive and collaborative work environment.
  • Opportunities for career growth and advancement.
  • Staring salary £65-£75k, full OTE earning details on request. OTE to increase year on year.

Qualifications:

  • A strong commitment to providing exceptional client service.
  • Financial planning qualifications and industry certifications (DipPFS or equivalent).
  • Proven experience in financial planning.
  • Excellent communication and interpersonal skills.
  • Self-motivated and driven to achieve targets.
  • Knowledge of financial products and investment strategies.

Location:

This opportunity is based in London and the South East, where you'll find great potential for building and expanding your client base.

Work Schedule:

We offer highly flexible working arrangements to accommodate your needs and enhance work-life balance.

If you're a dedicated and ambitious Financial Planner looking to take control of your financial future while delivering exceptional client service, please apply for this role. Be part of this clients on-going success story and apply for this exciting opportunity today.

Sector:

  1. Financial Services
  2. Financial Planning

Michael Groves

Founder & Key Account Manager

Contact Us

similar jobs.

Client Services Manager

  • £65,000

Are you a highly experienced IFA Administrator with a strong background in managing teams? We have an exciting opportunity for a Client Services Manager to join a prestigious multi-family office based...

Senior Paraplanner

  • City of Westminster
  • £75,000

Are you an experienced Paraplanner with a passion for client service and leadership? We are working with a prestigious Multi-Family Office based in Mayfair, looking for a Senior Paraplanner to join th...

Senior Account Manager

  • City of London
  • £46,000

Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear p...

Wealth Planning Administrator - Family Office

  • City of London
  • £43,000

Wealth Planning Administrator London   Our client is currently seeking to recruit for a Client Services Assistant to join their family office. This role will work alongside the Financial Advise...

Trainee Financial Planner

  • City of London
  • £47000

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delive...

Wealth Planner

  • City of London
  • £95000

Are you a seasoned Wealth Planner with a knack for nurturing client relationships and a stellar track record? We're excited to present an exceptional opportunity for a talented Wealth Planner to join ...

Junior Financial Planner

  • City of London
  • £46000

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My cli...

Operations Manager

  • City of London
  • £65000

Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial plannin...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...