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Senior Financial Planner Opportunity

2 months ago

Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000

Financial Divisions is seeking a Senior Financial Planner to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 3-5 years of solid advising experience, Chartered status, and the ability to work with HNW individuals. The role offers a hybrid working arrangement, attractive benefits package, and the opportunity to work with a reputable company that has built an outstanding reputation for providing holistic advisory services. The company has a strong focus on generating new business through recommendation and referral, and the successful candidate will be expected to contribute to this effort. The role will be office-based to begin with, but there is flexibility to work from home on occasion. The company is looking for a candidate who can provide a quality service to their clients and has the gravitas to work with high-net-worth individuals. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition, they would welcome this. The company is committed to providing a high-quality service to their clients and is looking for a candidate who shares this commitment. If you are a motivated and experienced financial planner looking for a new challenge, please get in touch with Peter at Financial Divisions.