BRAND NEW ROLE - Independent Financial Adviser£90k basic salary plus attractive bonus and benefits packageManage client bank from retiring adviser over the next 3 yearsGenerates £400k of recurring revenueOffices in Sidcup/BromleyHybrid working - come to offices once or twice a weekA key client of mine who I have placed 2 staff with are looking for a Financial Adviser (ideally Chartered or studying towards it) who can manage an existing book of business from a retiring adviser generating over £400k in ongoing advice fees. The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to families, retirees and some City professionals. They also manage the affairs of some elite sports professionals and public figures. Their clients hold anything between £300k - £10m of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. Cases are fairly geographically spread across Kent, Sussex and Surrey with a few in London.This role will be suitable for a Financial Planner with at least 3 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 cases who fit their investment proposition then they would welcome this. The role would offer lots of flexibility to work from home and manage your own affairs.£90k basic salaryManage existing clients (£400k of ongoing fees)Kent/Surrey/Sussex/London based families, retirees and City professionalsHybrid working and attractive benefits packageWould this be of interest at all? get in touch with Peter at Financial Divisions
Back to searchFinancial Adviser - manage £400k of recurring revenue - £90k basic salary
Financial Divisions
Posted 14 hours ago, valid for 21 days
Sidcup, Kent DA14 4LX
£48,000 - £60,000 per annum
Full Time
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Sonic Summary
- The role is for an Independent Financial Adviser with a basic salary of £90k plus an attractive bonus and benefits package.
- The adviser will manage a client bank from a retiring adviser, generating over £400k in recurring revenue.
- Candidates should have at least 3 years of solid advising experience and preferably be Chartered or studying towards it.
- The position offers hybrid working, requiring office attendance only once or twice a week, and caters to HNW individuals and families across Kent, Sussex, Surrey, and London.
- The company has a strong reputation built over 30 years, focusing on holistic advisory services for families, retirees, and elite professionals.
