Senior Wealth Advisor

7 days ago


Leatherhead, Surrey, United Kingdom Financial Divisions Full time
About the Opportunity

The Financial Divisions offer a unique opportunity for a Senior Wealth Advisor to join their team and take on a challenging and rewarding role.

In this position, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional client service.

Key responsibilities include:

  • Managing a portfolio of 80-100 HNW clients
  • Providing expert financial planning advice on pensions, investments, tax planning, cashflow modeling, retirement planning, and protections
  • Developing and implementing comprehensive financial plans to meet the needs of HNW clients

The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to work effectively in a fast-paced environment. A salary of £70k - £90k (negotiable) is offered, along with bonuses paid at 25% on new business and an attractive benefits package.


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