Average Financial Consultant salary in Leatherhead

Financial Advisor - South LondonThe opportunity for an experienced Financial Adviser to join a growing financial planning practice. What's on offer? Additional adviser bonus scheme25 days holiday + 8 days bank holiday5% company pension contributionFlexible medical packageMonthly bonus payments on 3X validation of salary. This exciting role will see a financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and experience of being a financial adviser for at least two years (flexibility on this). Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products.Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible.Ability to learn and develop with the business as it grows. What next? Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do. The successful candidate will be responsible for servicing an existing portfolio of clients, this is primarily not a business development role. Salary and benefits: up to £85,000 basic salary (dependant on experience) + benefits including support with continued professional development + 25 days’ holiday (increasing with service) + bank holidays + generous employers pension contribution + company away days etc. Home Working and Flexibility: The Financial Planner role is based in the Leatherhead office, but we are happy to facilitate a degree of home working and are also happy to consider flexible or part-time working arrangements if required (shorter working days, 4-day week etc.) The Company: Citywide Financial Partners have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence. They provide holistic life goals based financial planning for over 230 families, frequently translating complex financial planning cases into workable solutions, and have over £250 million of assets under management. The successful Financial Planner (Financial Adviser, Financial Advisor, Paraplanner) will therefore enjoy strong client relationships, working on interesting, complex financial planning cases. You will benefit from the support of both a Client Service Executive and Client Service Assistant, working in a collaborative and supportive team environment for a progressive company who invest in, value and reward their staff. Financial Planner (Financial Adviser, Financial Advisor, Paraplanner), Responsibilities: Service and develop strong relationships with an established portfolio of clients. Provide a highly personalised, holistic financial planning service. Life planning and goal settingCashflow planning and modelling.Investment and portfolio construction.Pension and retirement planning.Inheritance tax and estate planningCapital protectionOngoing investment and portfolio reviews Conduct client meetingsWork with client servicing team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.Ensure all regulatory and compliance standards are met.Contribute to the ongoing development of best practice within the business. Financial Planner (Financial Adviser, Financial Advisor, Paraplanner), Skills and Experience: Experience of working as a Financial Adviser, providing a comprehensive Financial Planning service OR a highly competent Paraplanner with client facing experience, ready to progress into advising.Experience of all areas of financial planning - cashflow modelling, taxation, investment portfolio management, pensions, protection, estate planning etc.Diploma in Financial Planning (Dip PFS, Level 4)A keen listener, a strong relationship builder and collaborative team player with a caring, quality focused, customer centric approach.Quality focused, analytical with excellent attention to detail.Highly preferable - a current SPS certificate. Dawn O’Shea is a recruitment partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor, Paraplanner)) directly on behalf of Citywide so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham. Main Duties and Responsibilities: 1. To promote our policy of delivering Client Best Interest outcomes.3. To take responsibility for own performance and identify personal development areas.5. Ensure compliance of regulatory responsibilities.6. Determine all information needed to provide strategic financial advice and develop a financial plan across a variety of financial products and services for clients.7. Analyse data received from clients to develop strategies for meeting clients' financial goals and guide clients towards a profitable and secure financial decision.8. Cultivate and maintain the client base and build relationships.9. Network, generate leads and grasp opportunities to promote us to all professional connections.10. Keep abreast of new industry’s trends and research the market to back up financial consulting.11. Prepare or interpret financial document summaries, investment performance reports and income projections for clients.12. Review client accounts and plans regularly to understand if any lifestyle changes necessitate changes in their plan in line with the client service proposition.15. Take responsibility for own performance and to identify personal development areas. Skills / Qualifications • Relevant financial industry qualifications e.g Level 4 Diploma in Regulated Financial Planning (essential). • Up to date Statement of Professional Standing (essential).• Proven working experience as a successful Financial Adviser (desirable).• Valid driver’s licence.• Accuracy, attention to detail and the ability to explain complex information clearly and simply. Main Function of Role:• To provide financial planning and investment advice to new and existing clients of the firm.• You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.• To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.Essential Practical Skills• Excellent interpersonal skills.• Ability to listen, empathise and build trust with confident private clients who are frequently successful in their field of endeavour.• Exceptional written and verbal communication and presentation skills• Knowledge of FCA Principles.• Knowledge of FCA Code of Approved Persons.• Knowledge of the FCA FIT handbook and Guidance. Person Specification• Ability to work on own initiative as well as working effectively as part of a team• Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.• Maintain high standards of personal accountability.• You must be open and cooperative with the FCA, the PRA and other regulators.• Willingness to undertake training and progress personal development.• Maintain high standards of personal accountability Benefits Up to £40k starting base salary, with £5k car allowance and salary review after 6 monthsGenerous quarterly bonusHybrid working after 6 months If you are interested in applying for this role, please follow the link or email me directly at