Senior Financial Adviser - £75k - £90k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFA
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.
The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
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.
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.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
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.
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.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.