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Senior Financial Consultant
2 months ago
We are seeking a highly skilled and experienced Financial Adviser to join our team at Financial Divisions. As a Chartered IFA, you will be responsible for managing existing clients and generating new business opportunities.
Key Responsibilities:
- Manage a portfolio of high net worth clients, providing holistic financial planning services and advice on pensions, investments, tax planning, and retirement planning.
- Develop and implement strategies to generate new business, leveraging referrals and recommendations from existing clients and industry partners.
- Collaborate with the management team to drive business growth and expansion.
Requirements:
- Chartered status or working towards Chartered status with at least 3-5 years of solid advising experience.
- Proven track record of managing high net worth clients and generating new business opportunities.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer:
- A competitive basic salary of £70k-£90k, plus bonuses and benefits package.
- Whole of market financial advice and access to a wide range of investment products.
- A dynamic and supportive work environment, with opportunities for professional development and growth.
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 exciting opportunity further.
