Wealth Management Advisor
3 weeks ago
Position: Senior Wealth Advisor
Compensation: £70k - £90k base salary with performance bonuses
Location: Office-based role initially
Financial Divisions is a prestigious independent wealth management firm that specializes in providing comprehensive financial solutions to high net worth individuals, families, and business owners. With a strong presence in the financial services sector, we pride ourselves on our commitment to exceptional client service and long-term relationships.
As a Senior Wealth Advisor, you will take on the responsibility of managing a segment of our existing high net worth clientele. This role is pivotal in ensuring that our clients receive tailored financial advice across various domains, including investments, retirement planning, tax strategies, and estate planning. Our clientele includes individuals with assets ranging from £500k to £8m, and we have built enduring relationships with many of them over the years.
Our firm has been recognized for its excellence in service and community involvement, and we prioritize client satisfaction, which is reflected in our high retention rates. You will be supported by a dedicated team of experienced administrators and paraplanners, allowing you to focus on delivering high-quality advice and service.
Key Responsibilities:
- Manage and service an established portfolio of high net worth clients.
- Provide expert advice on pensions, investments, tax planning, and retirement strategies.
- Collaborate with a skilled support team to enhance client service delivery.
- Engage in both face-to-face and virtual client meetings.
- Opportunity to generate new business, with bonuses awarded for new client acquisitions.
Benefits:
- Competitive salary with performance-based bonuses.
- Comprehensive benefits package including private medical insurance and critical illness cover.
- Generous holiday allowance, increasing with tenure.
- Ongoing professional development and support for industry qualifications.
If you are an experienced financial professional with a passion for providing exceptional service to high net worth clients, we invite you to explore this opportunity with Financial Divisions.
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