Chartered Financial Planner

7 days ago

Hersham, Surrey, United Kingdom Financial Divisions Full time £75,000 - £90,000

Senior Financial Advisor Opportunity

£75k - £90k basic salary plus attractive bonus and benefits package

Manage existing clients - leading financial services firm

Office based role with flexibility to work from home

A key client of Financial Divisions is seeking a Senior Financial Advisor to manage a portion of their existing book of business. The company has a strong reputation for providing high-quality advisory services to high net worth individuals and families.

This role will be suitable for a Chartered Financial Planner or someone with equivalent experience who has the ability to work with high net worth individuals and provide a quality service. The company does not require an advisor to bring assets under management, but if you have existing clients who fit their investment proposition, they would welcome this.

The role will involve managing existing cases, providing whole of market advice, and working with clients to achieve their financial goals. The company offers a competitive salary, attractive bonus scheme, and benefits package, including life cover, private health insurance, and private medical insurance.

Key Responsibilities:

  • Manage existing clients and their financial portfolios
  • Provide high-quality advisory services to high net worth individuals and families
  • Work with clients to achieve their financial goals and objectives
  • Develop and maintain strong relationships with clients

Requirements:

  • Chartered Financial Planner or equivalent experience
  • 5+ years of solid advising experience
  • Ability to work with high net worth individuals and provide a quality service
  • Strong communication and interpersonal skills

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