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Apply NowFinancial Planner Team Leader in UK
Location:
Surrey
Salary:
Hidden
Recruiter:
Nigel James Associates
Job Hours:
Full-time
Role
Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties.
This is a newly created role taking on established HNW clients from other Adviser's in the team.
You will be given full Paraplanning and Admin
support.
Requirements
Ideally, our client is looking for somebody that has been advising for 5 years plus.
You will be Chartered or very close to achieving Chartered status.
You will be used to working with HNW clients and be proactive in building out new relationships with both clients and professional introducers to refer you business.
Why join?
Our client is a standout company in the industry who has won multiple awards.
They have a strong brand and client centric ethos.
They reward on merit and as they are continuously expanding there is plenty career scope on offer including team leadership.
This is a unique opportunity to take over existing book of clients as a starting point to expand on.
What next?
If you have the relevant skills and experience, and are looking for an exciting/challenging opportunity with a company which offer fantastic careers, you should apply!
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