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Chartered Financial Adviser, Surrey, £80k - £100k, Basic Salary Plus Bonus & Benefits Package

Financial Divisions
Posted a day ago, valid for 24 days
Location

Leatherhead, Surrey KT24 6TB, England

Salary

£32,000 - £48,000 per annum

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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

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  • A Surrey-based Chartered IFA firm is seeking a Senior Financial Adviser to manage a portion of their longstanding existing client bank.
  • The ideal candidate should be a Chartered Financial Planner with 5-10 years of solid advising experience.
  • This role focuses on servicing existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, with no requirement to bring in new clients.
  • The basic salary for this position ranges from £80,000 to £100,000, along with an attractive benefits package.
  • The role is designed for an established individual based locally, as the CEO transitions to managing and expanding the business.

Manage Existing Clients from CEO.

A key client of mine is seeking a Senior Financial Adviser, ideally Chartered, to manage a portion of their longstanding existing client bank. This Surrey-based Chartered IFA firm has been operating for many years, building an outstanding reputation for providing holistic financial planning services to local clients, including families, retirees, and some City professionals. They pride themselves on offering the highest quality service to clients and generating new business purely through recommendation and referral.

This role is ideal for a Chartered Financial Planner with at least 5-10 years of solid advising experience, who possesses the gravitas and capabilities to work with HNW clients and provide a quality service. The Directors do not require an adviser to bring their own clients or client bank. This is a servicing role for existing clients, which the CEO will be passing down to you as he focuses on managing and expanding the business. This position is suited to an established individual based locally.

  • £80 - £100k- basic salary
  • Manage existing clients (HNW & UHNW)
  • Primarily Surrey-based clients
  • Whole of market financial advice
  • Attractive benefits package

If this opportunity interests you, please get in touch with Jo 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.