Financial Planner - boutique financial planning business near Reigate/Dorking (Surrey)

Financial Planner - boutique financial planning business near Reigate/Dorking (Surrey), manage existing clients - £45k - £55k basic salary plus equity stake

I am currently recruiting for a boutique wealth planning firm based near Reigate who I have placed staff into. They provide a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts and some Protections to HNW retirees, families and City professionals across Surrey, Sussex, Hampshire and some based in London. You will ideally be based locally as the role will be more office based ( 4 days per week) but some more work from home can be discussed.

The MD is seeking a Financial Planner/Adviser on an employed basis, but self-employed will be considered to work on a 1-2-1 basis with the Founding Director manage their current book of 200 clients and also an anticipated influx over the coming months. You will attend all meetings with the Director so you must have your level 4 diploma and have been advising for 6+ months or have been a client facing paraplanner and looking to transition into becoming an adviser. You ideally be looking to work towards your chartered status, but this is not essential. The Director will look to offer between £45k - £50k, possibly up to £55k for the right person with an attractive benefits package and bonus structure.

• Financial Planning Firm based near Reigate/Dorking
• £45k - £55k basic salary + bonuses
• You must hold your Level 4 Diploma
• Preferably working towards your chartered status
• Pensions, Investments, Tax Planning, Trusts, IHT
• Clients reside in Sussex, Kent, Hampshire and Surrey
• Retirees, local HNW families and some City professionals

If this would be of interest or any other Adviser roles I am working on please do get in touch.