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Chartered Financial Adviser

3 months ago

Surrey, United Kingdom Financial Divisions Full time

& Benefits Package - Manage Existing Clients from CEO

A key client of mine is seeking a Senior Financial Adviser, ideally Chartered, to manage a portion of their longstanding existing client bank. This Surrey-based Chartered IFA firm has been operating for many years, building an outstanding reputation for providing holistic financial planning services to local clients, including families, retirees, and some City professionals. They pride themselves on offering the highest quality service to clients and generating new business purely through recommendation and referral.

This role is ideal for a Chartered Financial Planner with at least 5-10 years of solid advising experience, who possesses the gravitas and capabilities to work with HNW clients and provide a quality service. The Directors do not require an adviser to bring their own clients or client bank. This is a servicing role for existing clients, which the CEO will be passing down to you as he focuses on managing and expanding the business. This position is suited to an established individual based locally.

  • £80 - £100k- basic salary
  • Manage existing clients (HNW & UHNW)
  • Primarily Surrey-based clients
  • Whole of market financial advice
  • Attractive benefits package

If this opportunity interests you, please get in touch with Jo at Financial Divisions at Joanna Clark.