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Senior Financial Adviser

2 months ago

Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full time
Senior Financial Adviser - Boutique IFA

Financial Divisions is seeking a seasoned Senior Financial Adviser to join our team in Surrey. As a Chartered Financial Planner, you will be responsible for managing a portfolio of high net worth clients, providing holistic advisory services, and generating new business through referrals and recommendations.

Key Responsibilities:
  • Manage existing clients with investable assets ranging from £300k to £5m
  • Provide whole-of-market advice on pensions, investments, tax planning, IHT planning, and protection
  • Develop and maintain strong relationships with clients and colleagues
  • Contribute to the growth and success of Financial Divisions
What We Offer:
  • Competitive basic salary of £75k - £100k
  • Attractive bonus scheme for advisers
  • Benefits package including Live Cover, PHI, PMI, and free car parking
  • Opportunity to work with a reputable and established company

If you are a motivated and experienced Senior Financial Adviser looking for a new challenge, please get in touch with Peter at Financial Divisions to discuss this exciting opportunity.