Financial Planner - Leatherhead

We are currently recruiting for a highly regarded Financial Planning practice based in Leatherhead who are looking for a Financial Planner to service existing clients.

The Company

The business is a values-driven organisation. Their focus is to offer creative, independent wealth management and advisory services for clients across the UK. With a reputation for innovation, insight and excellence, underpinned by robust academic research, they pride themselves on their relationships with clients – providing one-on-one support and their uniquely structured approach to wealth management, the Financial Success Programme.

Their clients and team describe them as trusted, caring and aspirational.

Our values are:

• To think long-term

• Do the right thing

• Be open, honest and transparent

• Go the extra mile

• Be innovative

• Act with integrity

The Role

They are committed to provid...