Job Details

Financial Planning Manager.

Sector:Financial Services

Region : South East England

Location: Ewell

Salary: Salary is negotiable basic plus bonuses

Job Ref.: CL1610FPF/1

Job Information


Be Chartered or AF3 (Advanced Pension exam) and Advanced taxation exam)
Use some form of financial planning software.
Been an IFA (not tied) for at least three years in a firm providing advice on pensions > 50% of all cases.

Big plus points

Local under 30 mins away
Proficient in using Voyant FP software

They are also looking to move into a Employee Ownership Trust (staff own the business)


£50 - £70k plus bonuses
You will be provided with clients and leads each months. Some client following would be advantageous