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Senior Financial Adviser

2 months ago

Hersham, Surrey, United Kingdom Financial Divisions Full time

Job Title: Senior Financial Adviser - Boutique IFA

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Surrey

About the Role:

We are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a Chartered Financial Planner, you will be responsible for managing a portfolio of high net worth clients, providing holistic advisory services, and building strong relationships with our clients.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing whole of market advice on pensions, investments, tax planning, and protection.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Develop and implement financial plans, ensuring that clients' needs are met and their goals are achieved.
  • Work closely with the company's directors to identify new business opportunities and develop strategies to grow the business.
  • Contribute to the development of the company's financial services offerings, ensuring that they are aligned with the needs of our clients.

Requirements:

  • Chartered Financial Planner qualification or equivalent.
  • Minimum 5 years of experience in financial services, with a proven track record of managing high net worth clients.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a flexible approach to work.
  • Knowledge of financial services regulations and compliance requirements.

What We Offer:

  • A competitive basic salary of £75,000 - £90,000 per annum.
  • An attractive bonus scheme, with opportunities for bonuses and incentives.
  • A comprehensive benefits package, including life cover, private health insurance, and private medical insurance.
  • Free car parking and a flexible approach to work.

How to Apply:

If you are a motivated and experienced Senior Financial Adviser looking for a new challenge, please get in touch with us to discuss this opportunity further.