• 2 x Financial Planner vacancies
• Remote role (but be based across Surrey or Sussex)
• Work with clients who are members of sports clubs
• Employed role £60k - £75k plus bonuses or Self Employed available

My client are an Independent Financial Advice firm. I have placed 3 Advisers with this business, the Office Manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney. They manage the affairs of clients with assets ranging from £100k to £1m to invest.

The Managing Director has had a long illustrious career in financial planning and has built numerous relationships spanning several years with several sports clubs across the South East. The Advisers present to the members of the sports clubs and gain numerous new enquiries i.e. warm leads, recommendations and referrals. Members of these sports clubs are generally those at retirement age and decumulating, but the advisers do manage the affairs City professionals, families, accumulators and SME owners.

The MD is looking to recruit 2 brand new Advisers who can come onboard and continue to build relations with the network for sports clubs across Surrey and Sussex. You will need to live within the Surrey or Sussex area. You will meet the members and managers of these sports clubs, present to them, and deal with any incoming enquiries coming off the back of the presentations. The most recent presentation to 30+ members of a particular sports club created 13 enquiries for "initial advice meetings".

If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.