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Senior Financial Adviser

2 months ago

Guildford, Surrey, United Kingdom Financial Divisions Full time

Unlock a Lucrative Career Opportunity

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

Manage a thriving client book generating £250k in ongoing fees

Join a reputable firm with a strong reputation for providing holistic advisory services

Financial Divisions is seeking a seasoned Senior Financial Adviser to manage an existing book of business from a retiring adviser. The ideal candidate will have a Chartered Financial Planner designation or be studying towards it, with at least 3-5 years of experience in providing high-quality advisory services to HNW individuals.

The role involves working with clients who hold significant investable assets, providing tailored advice and guidance to help them achieve their financial goals. The company prides itself on its commitment to delivering exceptional service and generating new business through recommendation and referral.

The successful candidate will be office-based, with flexibility to work from home on occasion. A hybrid working arrangement and attractive benefits package are on offer.

Key Responsibilities:

  • Manage a portfolio of high-net-worth clients
  • Provide expert financial advice and guidance
  • Develop and maintain strong relationships with clients
  • Contribute to the growth and development of the firm

Requirements:

  • Chartered Financial Planner designation or studying towards it
  • At least 3-5 years of experience in financial advisory services
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

Financial Divisions offers:

  • £60k - £80k basic salary
  • Attractive bonus and benefits package
  • Hybrid working arrangement
  • Opportunities for career growth and development

Apply now to take your career to the next level