Job Information

An exciting opportunity for a Head of Financial Planning for our Client who have offices in Leatherhead, Surrey and London. They a fully independent.

The role will be looking after an existing client bank who can also drive the business forward.

You will be responsible for the strategic financial planning, budgeting, forecasting, and analysis functions within the organisation. This role involves providing financial insights and recommendations to support business growth and profitability, working closely with senior leadership and other departments.

The role:

meet with clients to understand their financial goals, risk tolerance, and current financial situation. 

Financial planning:

Develop and implement financial plans tailored to individual client needs, which may include retirement planning, investment strategies and recommend suitable financial products like investments, insurance, and retirement plans based on the client's needs and goals

Ideally you should be Chartered or working towards.

They offer hybrid working.

Salary up to £75,000 plus bonuses and commissions which can be discussed.

You should be an individual who is capable of wearing many hats.

Please get in touch if you require further information.