Financial Adviser

9 hours ago

Guildford, Surrey, United Kingdom Financial Divisions Full time
Senior Financial Adviser Opportunity

£60k - £80k basic salary plus attractive bonus and benefits package

Manage client bank generating £250k in ongoing fees from retiring adviser

Offices near Guildford (Surrey)

Financial Divisions is seeking a highly skilled Senior Financial Adviser to manage an existing book of business from a retiring adviser. The ideal candidate will have a Chartered Financial Planner status or be studying towards it, with at least 3-5 years of solid advising experience. The role involves working with high net worth individuals, providing a quality service, and generating new business through recommendation and referral.

The company has a strong reputation for providing holistic advisory services to families, retirees, and City professionals. Their clients hold significant investable assets, and they pride themselves on offering the highest quality service. The role will be office-based, with flexibility to work from home on occasion. The successful candidate will be rewarded with a competitive basic salary, attractive bonus, and benefits package.

Key Responsibilities:

  • Manage existing clients and their financial portfolios
  • Provide high-quality financial advice and services
  • Generate new business through recommendation and referral
  • Work collaboratively with the company's directors and other team members

Requirements:

  • Chartered Financial Planner status or studying towards it
  • At least 3-5 years of solid advising experience
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive basic salary
  • Attractive bonus and benefits package
  • Opportunity to work with high net worth individuals
  • Flexible working arrangements

Financial Divisions is an equal opportunities employer and welcomes applications from qualified candidates. If you are interested in this opportunity, please get in touch with Peter at Financial Divisions.

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