Senior Financial Adviser
3 days ago
Senior Financial Adviser - Boutique IFA
£75k - £90k basic salary plus attractive bonus and benefits package
Manage existing clients - leading financial services firm
Office location: Surrey
A key client of Financial Divisions is seeking a Senior Financial Adviser to manage a portion of their existing book of business. The company has built a reputation for providing holistic advisory services to high net worth individuals and families. They offer advice on pensions, investments, tax planning, inheritance tax planning, protection, and intergenerational wealth planning. Their clients hold significant investable assets, and they pride themselves on delivering high-quality service and generating new business through recommendation and referral.
This role is suitable for a Chartered Financial Planner or someone close to completion with at least 5 years of solid advising experience. The ideal candidate will have the gravitas and capabilities to work with high net worth individuals and provide a quality service. The role will be office-based, with flexibility to work from home on occasion. The majority of meetings will be in the office.
The successful candidate will be responsible for managing existing cases, with the potential to earn up to £5m for top clients. The company offers a competitive basic salary, attractive bonus scheme, and benefits package, including life cover, private health insurance, and private medical insurance. Free car parking is also available.
Financial Divisions is a leading financial services firm that values its clients and employees. We are committed to delivering exceptional service and building long-term relationships. If you are a motivated and experienced financial adviser looking for a new challenge, please get in touch with us to discuss this opportunity further.
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