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Senior Financial Advisor

2 months ago

Hersham, Surrey, United Kingdom Financial Divisions Full time £75,000 - £90,000
Job Description

Senior Financial Advisor - Boutique IFA

A key client of Financial Divisions is seeking a Senior Financial Advisor to manage a portion of their existing book of business. The company has built an outstanding reputation for providing holistic advisory services to high net worth individuals and families.

Key Responsibilities:

  • Manage a portfolio of high net worth clients with investable assets between £300k - £5m
  • Provide quality financial advice on pensions, investments, tax planning, IHT planning, protections, and intergenerational wealth planning
  • Work closely with the client's existing book of business to identify new business opportunities
  • Develop and maintain strong relationships with clients to ensure high levels of customer satisfaction

Requirements:

  • Chartered Financial Planner or equivalent qualification
  • At least 5 years of solid advising experience
  • Ability to work with high net worth individuals and provide a quality service
  • Strong communication and interpersonal skills

Benefits:

  • Attractive bonus scheme for advisers
  • Benefits package on offer (Life Cover, PHI, PMI)
  • Free Car Parking

About Financial Divisions:

Financial Divisions is a boutique IFA firm that provides holistic advisory services to high net worth individuals and families. We pride ourselves on offering the highest quality service and generating new business through recommendation and referral.