Financial Services Professional
13 hours ago
We are seeking an experienced Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing a significant book of business from a retiring adviser, generating over £400,000 in ongoing advice fees.
Our client, a well-established company with over 30 years of experience, prides itself on providing holistic advisory services to high net worth individuals, retirees, and City professionals. They have a strong reputation for delivering exceptional service and generating new business through recommendation and referral.
The ideal candidate will have at least 3 years of solid advising experience and the ability to work with high net worth individuals, providing a high-quality service. While the company does not require an adviser to bring Assets Under Management (AUM) with them, having some clients who fit their investment proposition would be welcomed.
This is a hybrid working opportunity, offering flexibility to work from home and manage your own affairs. The role also comes with an attractive benefits package and the opportunity to work with a reputable company in the financial services industry.
Key Responsibilities:
- Manage a significant book of business from a retiring adviser
- Provide high-quality advisory services to high net worth individuals
- Work with the company's existing clients to grow their business
- Develop and implement investment strategies to meet client needs
Requirements:
- At least 3 years of solid advising experience
- Ability to work with high net worth individuals
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- Attractive benefits package
- Hybrid working opportunity
- Opportunity to work with a reputable company in the financial services industry
How to Apply:
For more information and to apply for this exciting opportunity, please contact Peter at Financial Divisions.
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