Financial Adviser

2 weeks ago

Surrey, United Kingdom Financial Divisions Full time

Manage some existing clients from the MD

Surrey based Chartered IFA

Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of £65-£85k + benefits - Chartered IFA situated in Surrey.

A Chartered IFA company with a strong ethical and values-driven culture and ethos is one of my most important clients, with whom I have had the pleasure of meeting and working closely over the past year. The company has hired three of my employees, and they want to add a new financial adviser to their team. The company has been (successfully in operation for many years and has a stellar reputation for offering families, retirees, and certain City professionals comprehensive financial planning services. They take great satisfaction in providing customers with the best possible service and producing.

This position would be ideal for a Financial Planner with at least three years of strong advising experience, who is either chartered or working towards chartered status, and who possesses the gravitas and skills necessary to work with high-net-worth clients and deliver exceptional service. Although it is not necessary for the Financial Adviser to bring clients with them, the Directors will be happy to welcome new clients if you have any that align with their investment proposition. In addition to managing the company at the same time, the Managing Director has an excessive number of clients. In order to give the new Financial Adviser more time to oversee and grow the company, they plan to transfer some of their clients, so if you enjoy the client facing aspect of Financial Advice, but not the business development side of the role, then this would be an excellent move for you.)

£65k - £85k basic salary + bonusesManage existing clients and generate some new businessSurrey based clients primarily (retirees and families)Whole of market financial adviceBenefits package on offer (PMI, PHI)

If this role interests you, then my client would like to talk to you.

Please contact Sam at Financial Divisions

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