Financial Planner - Surrey based Chartered IFA (Near Esher) - Up to £90k basic salary + benefitsA key client of mine who I have met and placed 3 staff with are a Chartered IFA near Hersham/Esher that are looking to recruit a Senior Financial Adviser (ideally Chartered or at least studying towards this) who can manage a portion of their longstanding existing book of business. But there will be an expectation that you would want/are capable of supporting the expansion of their client base and onboard new cases via recommendation and referral. The company has been operating for over 25 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter-generational wealth planning.Their clients hold anything between £300k - £5m of investable assets. They pride themselves on offering the highest quality service and generating new business purely through recommendation and referral. This role will be suitable for a Chartered Financial Planner or at least someone close to completion with at least 4/5 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. £65k - £90k basic salary + bonus. You will benefit from Live Cover, PHI & PMI, free car parking for all staff and their attractive bonus structure.Please contact Peter at Financial Divisons if you're interested in learning more.
Back to searchFinancial Planner - Surrey based Chartered IFA (Near Esher) - Up to £90k basic salary + benefits
Financial Divisions
Posted 9 days ago, valid for 12 days
Esher, Surrey KT10 9BS, England
£72,000 - £90,000 per annum
Full Time
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Sonic Summary
- The position is for a Senior Financial Adviser at a Chartered IFA based near Hersham/Esher, offering a salary of up to £90k plus benefits.
- The ideal candidate should be Chartered or studying towards it, with a minimum of 4-5 years of solid advising experience.
- The role involves managing a portion of an existing client book while also supporting the expansion of the client base through recommendations and referrals.
- The firm specializes in providing holistic advisory services to high-net-worth individuals, focusing on areas like pensions, investments, and tax planning.
- The role is primarily office-based but offers some flexibility for remote work, and the company does not require the adviser to bring assets under management.
