We are currently recruiting for a well-established Chartered Financial Planning practice in Esher who are looking to recruit a Chartered Financial Planner to service their clients. This is an office based role where clients will come into the office.

Overview of role

Playing a key role in supporting the firm to achieve its business goals alongside the existing Chartered Financial Planners, this individual will be expected to take on responsibility for the servicing of an allocated number of existing and in some cases longstanding clients.

An office based role for someone who wants to establish and then build on their position as a key member of the client team. Client meetings usually office based (video during pandemic). Main focus will initially be the delivery of high quality ongoing holistic financial planning and wealth management services to existing clients without the pressure of specific sales targets or the need to bring / develop a persona...