Independent Financial Advisor
2 weeks ago
Job Description 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.
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeJob DescriptionFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k 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....
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAScroll down to find the complete details of the job offer, including experience required and associated duties and tasks.A key client of mine who I have met and worked with very...
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeJob Description 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 A 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...
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial 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 A 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...
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k 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...
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Independent Financial Advisor
4 days ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k 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...
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k 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...
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial 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 A 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...
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k 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...
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Independent Financial Advisor
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial 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 A 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...
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Surrey, United Kingdom Financial Divisions Full timeFinancial 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...
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Surrey Quays, Greater London, United Kingdom Financial Divisions Full time €65,000 - €85,000Financial 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 Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. A key client of mine who I have met and worked with very...
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