Senior Financial Adviser

1 day ago


Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full time
Senior Financial Adviser Opportunity

We are seeking an 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 portfolio of high net worth clients and providing holistic financial planning services.

Key Responsibilities:

  • Manage a portfolio of 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 implement financial plans tailored to the needs of high net worth individuals
  • Collaborate with the directors to identify new business opportunities and grow the client base

Requirements:

  • Chartered Financial Planner or equivalent qualification
  • Minimum 5 years of experience in financial planning and advisory services
  • Strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills

What We Offer:

  • Competitive basic salary of £75k - £100k
  • Attractive bonus scheme for advisers
  • Benefits package including life cover, PHI, and PMI
  • Free car parking

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



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