Financial Services Manager Role

7 days ago

Hersham, Surrey, United Kingdom Financial Divisions Full time
Job Opportunity

**Senior Financial Adviser - Boutique IFA**

We are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing a portion of our longstanding existing book of business.

Key Responsibilities:

  • Manage existing clients with investable assets ranging from £300k to £5m
  • Provide holistic advisory services, including pensions, investments, tax planning, IHT planning, protections, and intergenerational wealth planning
  • Work with high net worth individuals and provide a high-quality service
  • Meet with clients in the office, with flexibility to work from home on occasion

Requirements:

  • Chartered Financial Planner or equivalent qualification
  • At least 5 years of solid advising experience
  • Strong gravitas and capabilities to work with HNW individuals

Benefits:

  • Competitive basic salary of £75k - £90k
  • Attractive bonus scheme for advisers
  • Benefits package, including life cover, PHI, and PMI
  • Free car parking

About Us:

Financial Divisions is a reputable and established financial services company, committed to providing exceptional advisory services to our clients. We pride ourselves on our high-quality service and reputation for integrity and expertise.

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