Senior Financial Consultant

8 hours ago


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

We are seeking a highly skilled and experienced Financial Adviser to join our team at Financial Divisions. As a Chartered IFA, you will be responsible for managing existing clients and generating new business opportunities.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing holistic financial planning services and generating new business opportunities.
  • Work closely with the Directors to develop and implement business strategies, ensuring the highest quality service is delivered to clients.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored advice to meet their needs.
  • Contribute to the growth and development of the business, identifying new opportunities and implementing initiatives to drive business expansion.

Requirements:

  • Chartered status or working towards Chartered status with at least 3-5 years of solid advising experience.
  • Proven track record of generating new business and building strong relationships with high net worth clients.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and external partners.
  • Strong analytical and problem-solving skills, with the ability to provide tailored advice and solutions to clients.

What We Offer:

  • A competitive basic salary of £70k-£90k, plus bonuses and benefits package.
  • Whole of market financial advice, with access to a wide range of products and services.
  • A benefits package including PMI and PHI.

We are looking for a highly skilled and experienced Financial Adviser to join our team at Financial Divisions. If you have a passion for delivering exceptional client service and driving business growth, we would love to hear from you.



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