Senior Financial Adviser

3 weeks ago


Guildford, Surrey, United Kingdom Financial Divisions Full time
Senior Financial Adviser Opportunity

Financial Divisions is seeking a highly skilled Senior Financial Adviser to join their team. As a key member of the team, you will be responsible for managing an existing book of business generating £250k in ongoing fees.

The ideal candidate will have a Chartered Financial Planner qualification or be studying towards it, with at least 3-5 years of solid advising experience. You will have the gravitas and capabilities to work with HNW individuals and provide a quality service.

The role will be office-based, with flexibility to work from home on occasion. You will be part of a team that prides themselves on offering the highest quality service and generating new business through recommendation and referral.

The company has a strong reputation for providing holistic advisory services to families, retirees, and City professionals. Their clients hold between £300k-£5m of investable assets.

The successful candidate will receive a competitive basic salary of £60k-£80k, plus a hybrid working arrangement and attractive benefits package.

For more information, please contact Peter at Financial Divisions.



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