- BRAND NEW ROLE - Independent Financial Adviser
- £60k - £80k basic salary plus attractive bonus and benefits package
- Manage client bank generating £250k in ongoing fees from retiring adviser
- Offices near Guildford (Surrey)
A key client of mine who I have placed 2 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage an existing book of business from a retiring adviser generating £250k in ongoing advice fees. The company has been operating for over 15 years and has built an outstanding reputation for providing holistic advisory services to families, retirees and some City professionals. Their clients hold anything between £300k - £5m of investable assets and they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral.
This role will be suitable for a Chartered Financial Planner or at least someone studying towards their Chartered status with at least 3 - 5 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would be office based to begin with but there is flexibility to work from home on occasion but the majority of meetings are in the office.
- £60k - £80k basic salary
- Mange existing clients (book generates £250k of ongoing fees)
- Surrey based families, retirees and City professionals
- Hybrid working and attractive benefits package
Would this be of interest at all? get in touch with Peter at Financial Divisions