SonicJobs Logo
Left arrow iconBack to search

Senior Financial Adviser - boutique IFA - Manage existing clients - Office near Kingston

Financial Divisions
Posted 19 days ago, valid for 14 days
Location

Kingston Upon Thames, Surrey KT2 7NH

Salary

£40,000 - £60,000 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Senior Financial Adviser - boutique IFA
  • £75k - £90k basic salary plus attractive bonus and benefits package
  • Possibility of pay review after passing probation
  • Manage existing clients - Surrey based Chartered IFA
  • At least 5 years of solid advising experience required

Senior Financial Adviser - boutique IFA£75k - £90k basic salary plus attractive bonus and benefits packagePossibility of pay review after passing probationManage existing clients - Surrey based Chartered IFAOffices near Kingston (Surrey)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. 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 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 close to completion with at least 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.£75k - £100k basic salaryAttractive bonus scheme for advisersMange existing cases - up to £5m for top clientSurrey based families, retirees and City professionalsWhole of market adviceBenefits package on offer (Live Cover, PHI, PMI)Free Car ParkingWould this be of interest at all? get in touch with Peter at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.