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Financial Planner
2 months ago
We are seeking a skilled and motivated Financial Advisor to join our team at Financial Divisions. As an Independent Financial Advisor, you will be responsible for managing an existing book of clients generating £400k in recurring revenue, with the opportunity to take over a retiring adviser's client bank over the next three years.
The client base includes high-net-worth (HNW) individuals, such as families, retirees, City professionals, and elite sports figures, all with investable assets ranging from £300k to £10m. You will need the gravitas and interpersonal skills to work effectively with HNW clients, offering a tailored, top-tier service.
The role offers significant flexibility, including hybrid working (only coming into the office once or twice a week) and the autonomy to manage your own affairs. You will have the opportunity to work with a well-established firm with over 30 years of success, offering long-term career growth.
Key Responsibilities:
- Manage an existing book of clients generating £400k in recurring revenue
- Take over a retiring adviser's client bank over the next three years
- Work with high-net-worth individuals, including families, retirees, City professionals, and elite sports figures
- Offer a tailored, top-tier service to HNW clients
- Enjoy significant flexibility, including hybrid working and autonomy to manage your own affairs
What We Offer:
- 70k - £80k basic salary, plus attractive bonus and benefits package
- Flexibility with hybrid working, with offices in North Kent
- A well-established firm with over 30 years of success, offering long-term career growth
If you're an adviser who values building strong client relationships and has a passion for delivering exceptional service, we'd love to hear from you.
