Plus Bonus and benefits package - Manage existing clients and generate some new business
One of our key clients, is seeking a Senior Financial Adviser (preferably Chartered) to oversee a segment of their established client. However, there will be an expectation that you wish to expand your product and bring on new clients through referrals and recommendations. Having been in business for more than 20 years, the firm has established a stellar reputation for offering comprehensive advice services to families in the area, retirees, and some City professionals. They offer guidance on a variety of products, including intergenerational wealth planning, investments, tax planning, pensions, and IHT preparation. Their clients own investable assets valued anywhere from £300k to £5 million. They just charge recurring costs; they don't charge any upfront expenses.
This role would suit a Chartered Financial Planner or someone close to completion , with at least five years of strong advising experience and the gravitas and skills to engage with high net worth clients and deliver high-quality service, will be a good fit for this post. The directors would enjoy it if you could bring some of your clients who fit their investment proposition, but they do not demand it. The position would initially be office-based, with the option to work from home occasionally, but most meetings will still take place in the office.
If you are looking for a new role and this Senior Financial Adviser position is of interest, then please do send your CV to Sam Negbenebor at Financial Divisions