Financial Planner Leader

Financial Planner Pod Leader - Surrey, hybrid working

A great clients of ours is looking to add a

Financial Planner Pod Leader

to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth.

Our client is looking for a Financial Planner Pod Leader to work on 75% on their own billings and

25% managing a team

of 6 direct reports. This is a perfect opportunity for someone who has strong experience in the field with some management experience.

The successful candidate will get an individual bonus for their own billings, a discretionary bonus for KPI focused targets hit, and even potentially a company discretionary bonus.

This is a

hybrid opportunity in their Surrey,

with 60% working from home (or if you would like to come in more, you are more than welcome!).

What are they looking for?
Must be a chartered financial planner
Must have experience managing direct reports (ideally other Financial Planners)
Must have clear communication
Passionate about helping others

What are they offering?
Up to £80,000
Bonuses
Generous holiday allowance
Private medical insurance
Pension
Income protection
Death in service and benefits platform

If you are interested in this position, then apply and we can arrange a call!