Independent Financial Adviser-oxted-c to £85k

3 weeks ago


London, United Kingdom Financial Divisions Full time

Following a huge increase in Business, my client, an independent firm of Financial Advisers providing full market advice are looking to offer this opportunity to a Diploma Qualified Adviser close to gaining Chartered Status. With Clients based in Surrey,Sussex and London, my client is eager to recruit a local individual as the role will be office based initially.
**Opportunity Highlights**
**Business has been built on reputation with many long-standing relationships
**Clients include Professionals, Wealth Accumulators, Business Executives, Retirees and HNW families
**Advice is focussed across pensions, investments, Tax Planning, IHT, Trusts and Mortgage & Protection
**Clients will be provided to develop further referrals & recommendations
**Focus is to provide an honest and ethical holistic service without the hard sales focus
**Support provided to develop and build their Business
**Must be Diploma Qualified and ideally Chartered or close to achievement
**Min of 5 years Advisory experience
If you are currently working within a Private Client Management role providing holistic advice and are interested in this opportunity, please send your Cv through to Camilla Howden at Financial Divisions.


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