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Chartered Financial Planner Position

2 months ago

Hersham, Surrey, United Kingdom Financial Divisions Full time
Job Opportunity

**Senior Financial Adviser - Boutique IFA**

We are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing a portion of our longstanding existing book of business.

Key Responsibilities:

  • Manage existing clients with investable assets ranging from £300k to £5m
  • Provide holistic advisory services, including pensions, investments, tax planning, IHT planning, protections, and intergenerational wealth planning
  • Work with high net worth individuals and provide a high-quality service
  • Meet with clients in the office, with flexibility to work from home on occasion

Requirements:

  • Chartered Financial Planner or equivalent qualification
  • At least 5 years of solid advising experience
  • Strong gravitas and capabilities to work with HNW individuals

Benefits:

  • £75k - £90k basic salary
  • Attractive bonus scheme for advisers
  • Benefits package, including life cover, PHI, and PMI
  • Free car parking

We are looking for a professional who can provide exceptional service to our clients and contribute to the growth and success of Financial Divisions. If you have the skills and experience we are looking for, please get in touch with us to discuss this opportunity further.