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Independent Financial Advisor
5 months ago
Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser. The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals. They pride themselves on offer the highest quality service to clients and generate new business purely through recommendation and referral. They offer advice on pensions, investments, tax planning, retirement planning, protections and esoteric investment schemes such as VCT/EIS/SEIS.
This role will be suitable for a Financial Planner who is either Chartered or working towards their Chartered status with at least 3 - 5 years of solid advising experience and who has the gravitas and capabilities to work with HNW clients and provide a quality service. The Directors do not require an adviser to bring clients with them, but if you have any clients who match their investment proposition then they will welcome clients being onboarded.
The role will be a mix of managing existing clients (£300k - multiple millions per client) but there will be an expectation that you can generate some new business and build upon any client recommendations and referrals. Client meetings are held in the office unless there are exceptional circumstances, e.g. elderly and vulnerable clients so the role would be office based but some WFH can be offered once you are bedded into the business.
~£65k - £85k basic salary + bonuses
~ Whole of market financial advice
~ Benefits package on offer (PMI, PHI)
get in touch with Peter at Financial Divisions.
