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Financial Planner - Investment Management firm, Surrey

  • Location

    Guildford

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £60000 - £70000 per annum

  • Contact:

    James Woods

  • Contact email:

    james.woods@bwd-search.co.uk

  • Contact phone:

    0113 274 3000

  • Job ref:

    V-62363

  • Published:

    2 months ago

  • Expiry date:

    2020-04-27

  • Startdate:

    2020-03-29

  • Consultant:

    #

The Guildford office of a large Wealth & Investment Management firm are currently looking to appoint an experienced Financial Planner. Working with referrals coming internally, via their Investment Managers, and externally, via the firm's established professional connections, the ideal candidate will provide holistic financial planning advice to a wealthy private client base. Progression towards Chartered status, and experience within a similar setting is preferred. As well as a competitive basic salary, the firm offers an exceptional, formulaic bonus scheme which sees their advisers averaging personal income of £150/160K pa.