Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
To promote our policy of delivering Client Best Interest outcomes.
Financial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA
I have placed 3 staff into the team and they are looking to expand their team with a brand new Adviser.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos.
A key client of ours whom we have placed 3 staff with in the past, are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
Plus bonus and benefits package
Initially you will be responsible for establishing meaningful relationships with these clients, via face-to-face meetings where possible.