Due to security issues and the nature of the industry many of our clients require us to maintain their anonymity until a CV has been submitted. If you need more details about our current opportunities please submit your CV here. We will not put you forward to the client until we’ve discussed the role with you in more detail and you have agreed that it is a position you would like to apply for. We are only permitted to disclose certain information when we believe the candidate is qualified and is likely to reach the interview stage.

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Financial Planner

Location: Leatherhead, Surrey

Hudson Shribman is currently looking for a Financial Planner to join our Surrey based client permanently.

Key Responsibilities:

  • Developing close, long term relationships with existing clients.

  • Acquiring a new financial advice business, using your own and the firm’s current
    strategies. Meeting annual new business targets.

  • Conducting engaging professional-client meetings, ensuring all client wishes are followed
    through in an appropriate and timely manner.

  • Working with our client servicing team to ensure all technical advice is expertly prepared
    in advance of client meetings, including recommendations and presentations.

  • Taking responsibility for compliance across all aspects of client records.

  • Maintaining your own continued professional development, including further study for
    professional qualifications and appropriate soft skills and management training.

  • Ensuring that your knowledge of legislative, compliance and industry developments is up
    to date and, where appropriate, attend relevant professional events.


 

The Successful Applicant:

Essential: 

  • Unrestricted right to work in the UK.

  • Ideally, a Chartered Financial Planner, minimum Level 4 qualified, a desire to continually
    learn and progress qualifications (support provided).

  • Maintained CPD records.

  • Current SPS certificate.


Desirable:

  • Working knowledge of the following would be helpful: IRESS’s Adviser Office and
    Morningstar’s Advisor Workstation.

  • An existing client bank is not a prerequisite although will be actively considered.


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