Financial Adviser - manage existing clients
other jobs Financial Divisions
Added before 5 Days
- England,South East,Surrey
- Full Time, Permanent
- £60,000 - £70,000 per annum
Job Description:
*Financial Planner
*Boutique financial planning business
*Offices in Dorking (hybrid working)
*Clients passed on by the MD
*£60k - £70k basic salary plus bonuses
I am currently recruiting for a boutique wealth planning firm based in Dorking who I have placed staff into. My client provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts and some Protections to clients HNW retirees, families and City professionals across Surrey, Sussex, Hampshire and some based in London. My clients funds/assets under management have doubled in the last 12 months due to organic growth - now at c.£170m AUM.
My client are seeking a Financial Planner/Adviser on an employed basis, to take on a role to manage their current book of clients in the region and also an anticipated influx over the coming months. You will be conducting annual reviews, initial meetings with prospective clients and looking to build upon the influx of business that is coming into their so you must have your level 4 diploma and have been advising for 2+ years as a minimum. You ideally be looking to work towards your chartered status, but this is not essential. The Director does not wish to sell the business in the future to a consolidator. You must be ambitious, driven, and can see yourself running a boutique IFA business in the future. The Director will look to offer between £60k - £70k with profit share and a benefits package.
If this would be of interest or any other Adviser roles I am working on please do get in touch.
*Boutique financial planning business
*Offices in Dorking (hybrid working)
*Clients passed on by the MD
*£60k - £70k basic salary plus bonuses
I am currently recruiting for a boutique wealth planning firm based in Dorking who I have placed staff into. My client provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts and some Protections to clients HNW retirees, families and City professionals across Surrey, Sussex, Hampshire and some based in London. My clients funds/assets under management have doubled in the last 12 months due to organic growth - now at c.£170m AUM.
My client are seeking a Financial Planner/Adviser on an employed basis, to take on a role to manage their current book of clients in the region and also an anticipated influx over the coming months. You will be conducting annual reviews, initial meetings with prospective clients and looking to build upon the influx of business that is coming into their so you must have your level 4 diploma and have been advising for 2+ years as a minimum. You ideally be looking to work towards your chartered status, but this is not essential. The Director does not wish to sell the business in the future to a consolidator. You must be ambitious, driven, and can see yourself running a boutique IFA business in the future. The Director will look to offer between £60k - £70k with profit share and a benefits package.
If this would be of interest or any other Adviser roles I am working on please do get in touch.
Job number 3685323
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Company Details:
Financial Divisions
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