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Experienced Financial Consultant required for a well-established, successful and prestigious Chartered Financial Planning firm in Surrey

* £50,000+, earning potential of £100k+

* Attractive Benefits package

Job Description:

Taking over an existing client portfolio (£20m FUM) from the Director of the company who will be moving into a Business Development role

Servicing the clients, to ensure they continue to receive a trusting and ethical relationship as well as a first class service

Following up on new enquiries form Surrey based Solicitor firms

Giving advice in the following areas: -

* Retirement planning & pension advice

* Investment advice & wealth management

* Insurance: personal, family and business

* Estate & trust planning

* Equity release

* Long term care

* Cash flow forecasting

* Pension sharing orders (this role is pension biased)

* Client meetings in Surrey at the company office, residential or in professional meeting rooms; some London clients

Person Specification:

* An experienced financial consultant with qualified to give financial planning advice, level 4 Diploma

* Comfortable being introduced to clients, gaining trust and maintaining strong relationships

* Good knowledge of pensions

* Personable, able to liaise well at all levels

* Able to network and gain recommendations and referrals

* Strong business acumen

Additional Information:

* Salary: £50,000 + plus bonus (OTE £100k)

* Leatherhead/hybrid

* Monday Friday 9-5

* Strong administration and paraplanning support; friendly team

* Company pension (reviewed)

* PMI

* DIS

* Income protection

* Stunning offices with great catering facilities, showers, parking

* Mini bar in office

* Future opportunity of equity

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer