Chartered Financial Planner

4 weeks ago

Surrey Quays, United Kingdom Financial Divisions Full time

Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA


Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.

A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. 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.

This role will be suitable for a Chartered Financial Planner with at least 5 - 10 years of solid advising experience 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, nor do they want someone to bring their own client bank. This is a servicing role of existing clients which the CEO will be passing down to you whilst he manages the business more with the intention of expanding the business. This will be suited to an established individual based locally.

  • £100k - £120k basic salary
  • Mange existing clients - (HNW & UHNW)
  • Surrey based clients primarily
  • Whole of market financial advice
  • Benefits package on offer

Would this be of interest at all? get in touch with Peter at Financial Divisions.

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