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Chartered Financial Planner

Posted 23 days ago

  • Woking, Surrey
  • Any
  • External
  • Expires In 2 months
Job Description
Job Role: Chartered Financial Planner (CII, LIBF OR CISI)
Location:
Surrey or London based
Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme
We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C. 100 Wealth Client for a boutique IFA.
The position comes with dedicated Paraplanning, administrative and compliance support with the primary focus of the role to manage existing clients needs. (Any new business is a bonus!)
Please call Joe Cowell on 07720 532815 for further details and a confidential discussion.
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