Senior Financial Planner (plus equity)

Financial Planner – Taking over from a retiring Partner

Location: Surrey

Salary: £85,000 - £95,000, Equity, Benefits

About the Firm ✅

Chartered Financial Planning firm with a forward-thinking approach.

Modern technology streamlined processes with a 2 week turn around for reports.

An entrepreneurial spirit, this firm is dedicated to creating a high-performing yet dynamic environment that encourages growth and leadership.

What’s on offer ✅

£85,000 - £95,000, 33% bonus, Equity, Benefits

Manage a client base of £50m of FUM across Surrey

Work with a dedicated marketing team who will provide qualified leads for HNW clients

Flexible working environment – Home or Office-based

Modern tech with unrivalled support and 2 week turn around for reports.

Qualifications ✅

• Ideally Chartered, or working towards.