Senior Financial Adviser

6 days ago

Hersham, Surrey, United Kingdom Financial Divisions Full time

Job Title: Senior Financial Adviser - Boutique IFA

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Surrey

About the Role:

We are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a Chartered Financial Planner, you will be responsible for managing a portfolio of high net worth clients, providing holistic advisory services, and building strong relationships with our clients.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing whole of market advice on pensions, investments, tax planning, and intergenerational wealth planning.
  • Build strong relationships with clients, understanding their financial goals and objectives, and providing tailored advice to meet their needs.
  • Work closely with our directors to develop and implement business strategies, identifying new business opportunities and growing our client base.
  • Contribute to the development of our company's reputation as a leading provider of financial services, maintaining high standards of professionalism and integrity.

Requirements:

  • Chartered Financial Planner qualification or equivalent.
  • Minimum 5 years of experience in financial services, with a proven track record of managing high net worth clients.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a flexible approach to working hours.

What We Offer:

  • A competitive basic salary of £75,000 - £90,000 per annum.
  • An attractive bonus scheme, reflecting your individual and team performance.
  • A comprehensive benefits package, including life cover, private medical insurance, and professional indemnity insurance.
  • The opportunity to work with a dynamic and growing company, with a strong reputation in the financial services industry.

How to Apply:

If you are a motivated and experienced financial services professional, looking for a new challenge, please submit your application, including your CV and a cover letter, outlining your experience and qualifications.

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