Current jobs related to Chartered Financial Adviser - Esher - Financial Divisions

  • Chartered Financial Planner

    3 weeks ago

    Esher, United Kingdom Financial Divisions Full time

    Financial Adviser - manage some existing clients from the MD and also generate some new business - £70k - £90k basic salary plus benefits package - Surrey based Chartered IFAYou can get further details about the nature of this opening, and what is expected from applicants, by reading the below.A key client of mine who I have met and worked with very...

  • Chartered Financial Planner

    2 weeks ago

    Esher, United Kingdom Financial Divisions Full time

    Financial Adviser - manage some existing clients from the MD and also generate some new business - £70k - £90k basic salary plus benefits package - Surrey based Chartered IFAPlease make sure you read the following details carefully before making any applications.A key client of mine who I have met and worked with very closely over the past year are a...

  • Chartered Financial Planner

    3 weeks ago

    Esher, United Kingdom Financial Divisions Full time

    Financial Adviser - manage some existing clients from the MD and also generate some new business - £70k - £90k basic salary plus benefits package - Surrey based Chartered IFAPlease make sure you read the following details carefully before making any applications.A key client of mine who I have met and worked with very closely over the past year are a...

  • Senior Financial Adviser

    1 week ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    {"h1": "Financial Adviser - Chartered IFA Business", "p": "We are seeking a highly skilled Financial Adviser to join our team at Financial Divisions. As a Chartered IFA business, we pride ourselves on providing holistic financial planning services to local clients who are families, retirees, and some City professionals. Our business has built an outstanding...

  • Senior Financial Adviser

    1 week ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    {"h1": "Financial Adviser - Chartered IFA Business", "p": "We are seeking a highly skilled Financial Adviser to join our team at Financial Divisions. As a Chartered IFA business, we pride ourselves on providing holistic financial planning services to local clients who are families, retirees, and some City professionals. Our business has built an outstanding...

  • Chartered Financial Planner

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    Job OpportunityFinancial Adviser - Wealth ManagementFinancial Divisions is seeking a skilled Financial Adviser to join our team in Surrey. As a Financial Adviser, you will be responsible for managing existing clients and generating new business opportunities.The ideal candidate will have a strong background in financial planning and a Chartered status or be...

  • Financial Adviser

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    Job OpportunityFinancial Adviser - Wealth ManagementFinancial Divisions is seeking a skilled Financial Adviser to join our team in Surrey. As a Financial Adviser, you will be responsible for managing existing clients and generating new business opportunities.The ideal candidate will have a strong background in financial planning, with a Chartered status or...

  • Chartered Financial Planner

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    Job Title: Chartered Financial Planner - Business DevelopmentJob Type: Full-timeLocation: SurreyJob Description:We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a Chartered Financial Planner - Business Development, you will be responsible for managing existing clients and generating new...

  • Chartered Financial Planner

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    Job Title: Chartered Financial Planner - Business DevelopmentJob Type: Full-timeLocation: SurreyJob Description:We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a Chartered Financial Planner - Business Development, you will be responsible for managing existing clients and generating new...

  • Senior Financial Planner

    2 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job Title: Senior Financial Planner - Chartered IFAJob Type: Full-timeLocation: SurreyJob Description:We are seeking an experienced and skilled Senior Financial Planner to join our team at Financial Divisions. As a Chartered IFA, you will be responsible for managing existing clients and generating new business to expand our client base.Key...

  • Senior Financial Planner

    2 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job Title: Senior Financial Planner - Chartered IFAJob Type: Full-timeLocation: SurreyJob Description:We are seeking an experienced and skilled Senior Financial Planner to join our team at Financial Divisions. As a Chartered IFA, you will be responsible for managing existing clients and generating new business to expand our client base.Key...

  • Chartered Financial Planner

    2 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job OpportunityA leading Independent Financial Advisory Firm is seeking a skilled Financial Adviser to join their team in Surrey. As a Chartered Financial Planner, you will be responsible for managing a portfolio of existing clients and generating new business opportunities.About the RoleThis is an exciting opportunity to join a well-established and...

  • Chartered Financial Planner

    2 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job OpportunityA leading Independent Financial Advisory Firm is seeking a skilled Financial Adviser to join their team in Surrey. As a Chartered Financial Planner, you will be responsible for managing a portfolio of existing clients and generating new business opportunities.About the RoleThis is an exciting opportunity to join a well-established and...

  • Financial Adviser

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Financial Services Professional - Opportunity for Advancement A key client of ours, a reputable and established Independent Financial Advisory Firm, is seeking a skilled Financial Adviser to join their team. The firm has a strong values-driven culture and a commitment to providing holistic financial planning services to their clients, who are primarily high...

  • Financial Adviser

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Financial Services Professional - Opportunity for Advancement A key client of ours, a reputable and established Independent Financial Advisory Firm, is seeking a skilled Financial Adviser to join their team. The firm has a strong values-driven culture and a commitment to providing holistic financial planning services to their clients, who are primarily high...

  • Chartered Financial Planner

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    Job Title: Chartered Financial Planner - Business Development OpportunityJob Type: Full-timeLocation: SurreyJob Description:We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a key member of our team, you will be responsible for managing existing client relationships and generating new...

  • Chartered Financial Planner

    3 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    Job Title: Chartered Financial Planner - Business Development OpportunityJob Type: Full-timeLocation: SurreyJob Description:We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a key member of our team, you will be responsible for managing existing client relationships and generating new...

  • Chartered Financial Planner

    2 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job DescriptionFinancial Services Business OpportunityA key client of ours, a reputable and established Independent Financial Advisory Firm, is seeking a skilled Financial Adviser to join their team. The firm has a strong reputation for providing holistic financial planning services to local clients, including families, retirees, and high net worth...

  • Chartered Financial Planner

    2 weeks ago

    Esher, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job DescriptionFinancial Services Business OpportunityA key client of ours, a reputable and established Independent Financial Advisory Firm, is seeking a skilled Financial Adviser to join their team. The firm has a strong reputation for providing holistic financial planning services to local clients, including families, retirees, and high net worth...

  • Financial Planner

    7 days ago

    Esher, Surrey, United Kingdom Financial Divisions Full time

    Financial Planner OpportunityWe are seeking a highly skilled Financial Planner to join our team at Financial Divisions. As a Chartered Financial Planner, you will be responsible for managing existing clients and generating new business opportunities.About the RoleThis is a fantastic opportunity to work with a well-established Chartered IFA business in...

Chartered Financial Adviser

4 months ago

Esher, United Kingdom Financial Divisions Full time

Chartered Financial Adviser - manage 100 existing clients from the MD, £100k - £120k basic salary plus benefits package - Surrey based Chartered IFAA key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos. 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 Managing Director has too many clients and is also trying to run the business at the same time. They are looking to pass on some of their clients to a new adviser (up to 100 clients) to free up his time to manage and expand the business. 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.£100k - £120k basic salary + bonusesMange existing clients from the CEOSurrey based clients primarily (retirees and families)Whole of market financial adviceBenefits package on offer (PMI, PHI)Would this be of interest at all? get in touch with Peter at Financial Divisions.