Servicing Role - Independent Financial Adviser
Up to £80k basic salary plus attractive bonus and benefits package
Manage client bank from retiring adviser
Offices in Guildford (Surrey)
Hybrid working -options are available

A key client of mine who I have placed 2 staff with in the past are looking for a Financial Adviser (ideally Chartered or studying towards it) who can manage an existing book of business from a retiring adviser generating over £250k in ongoing advice fees. The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to families, retirees and some City professionals. They also manage the affairs of some elite sports professionals and public figures. Their clients hold anything between £300k - £10m of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. The clients are fairly geographically spread across Surrey with a few in London.

This role will be suitable for a Financial Planner 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 offer lots of flexibility to work from home and manage your own affairs.
*£60k - £80k basic salary
*Manage existing clients from a retiring adviser
*Surrey based families, retirees and City professionals
*Hybrid working and attractive benefits package
Would this be of interest at all? get in touch with Peter at Financial Divisions