Are you an experienced Financial Adviser looking to advance your career with a leading Chartered Financial Planning firm? A Chartered Financial Advisory firm is seeking a dedicated professional to craft bespoke financial strategies for high-net-worth clients. Leverage your expertise in financial planning to provide clarity and confidence to clients' future wealth. Enjoy a dynamic and supportive work environment where your skills can shine.
Earning potential over £100,000, Basic salary £60,000 - £75,000. You will earn 15% on any referred clients new money and 25% on any new clients you onboarded to the firm, bonus is paid monthly. Benefits also include a 10% pension and 38 days holiday including bank holiday.
You will be working with an existing client portfolio of 40 clients with an average of £ 650,000 AUM. You will be supported by a team of highley qualified Paraplanners and Administrators so you can focus on developing relationships and new business opportunities working alongside the Managing Director. The Managing Director will help you in developing your network of high-profile clients as you will have access to people who have on average £3Million AUM with the firm.
Join a premier Chartered Financial Planning firm specialising in lifelong financial planning and investment management. The team creates bespoke, long-term strategies for successful individuals, especially business owners planning to exit or capitalise their business.
Key Responsibilities:
- Develop and maintain long-term relationships with clients.
- Conduct in-depth reviews of clients' financial circumstances and future goals.
- Design tailored financial strategies to meet clients' needs.
- Monitor and adapt plans according to changes in clients' circumstances or markets.
- Stay informed about financial products, regulations, and market trends.
Key Qualifications:
- Proven experience in financial planning.
- Level 4 Diploma
- Strong analytical and communication skills.
- Commitment to client success and satisfaction.
Why apply?
- Recognised as the gold standard in financial planning.
- Client-focused approach ensuring financial clarity.
- Collaborative and supportive team environment.
Apply now to join a team recognised for excellence in financial management and advisory services!