Senior Financial Adviser - manage existing clients, £75k - £100k plus bonus and benefits package
other jobs Financial Divisions
Added before 109 Days
- England,South East,Surrey
- full-time
- £75,000 - £100,000 per annum, negotiable, inc benefits
Job Description:
Senior Financial Adviser - £75k - £100k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFA
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral. The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £300k - £5m of investable assets and any new business is generated through recommendation and referral.
This role will be suitable for a Chartered Financial Planner or at least someone close to completion with at least 3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would be office based to begin with but there is flexibility to work from home on occasion but the majority of meetings are in the office.
* £75k - £100k basic salary
* Attractive benefits package
* Manage existing cases
* Surrey based families, retirees and City professionals
* Whole of market advice
* Benefits package on offer (Live Cover, PHI, PMI)
* Free Car Parking
Would this be of interest at all? get in touch with Peter at Financial Divisions.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral. The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £300k - £5m of investable assets and any new business is generated through recommendation and referral.
This role will be suitable for a Chartered Financial Planner or at least someone close to completion with at least 3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would be office based to begin with but there is flexibility to work from home on occasion but the majority of meetings are in the office.
* £75k - £100k basic salary
* Attractive benefits package
* Manage existing cases
* Surrey based families, retirees and City professionals
* Whole of market advice
* Benefits package on offer (Live Cover, PHI, PMI)
* Free Car Parking
Would this be of interest at all? get in touch with Peter at Financial Divisions.
Job number 1502621
metapel
Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
We are interested in ...