17 Sep 2014

Full-Time Financial Planning Manager

Alexander LortReigate, England, United Kingdom

Job Description

Currently seeking an experienced financial planning manager to work with existing HNW investment clients operating from their Surrey based office. This is an exciting and rare opportunity for an accomplished advisor to further develop their career and enjoy substantial earnings. You will be required to advise on IHT, pension, investments and protection. Main areas of FP activity are SIPP, retirement planning, offshore Bonds, IHT planning. Discretionary bonus benefits and an AUM growth scheme which pays 50% of increased fee income.  

Candidate Specification:

  • A preference is for a chartered adviser, although if not then it would be expected that you would work towards chartered status.
  •  Ideally you will have experience of working with Investment clients with a minimum of 5 years served as a senior adviser either from a private banking or professional services firm or a top Independent Financial adviser business.
  • Although clients are provided it will be expected that you further build and develop new clients.
  • Preference will be given to individuals who have a proven track record of high production and history of new client acquisition.

Location: Surrey / Job Type: Permanent / Salary: £50k – £60k – £120k OTE / Job Ref: MM071414

How to Apply

Contact: Martin McArthur - Tel: 07876375542 - Email: martin.mcarthur@alexander-lort.com

Job Types: Full-Time and Permanent. Salary: 40,000 - 60,000, 60,000 - 80,000, and 80,000 - 100,000. Job expires in Endless.

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