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£50k - £70k basic salary plus attractive bonus and benefits package
Manage client bank generating from retiring adviser over the next 3 years and bring on new clients
Offices in Norfolk and Colchester (Essex)
Hybrid working - come to offices once or twice a week
A key client of mine whom we have worked with for the past 5 years and due to growth are looking for a Financial Adviser who can manage an existing book of business from a retiring adviser as well as bring on new clients. 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 £150k - £350km of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. The clients are fairly geographically spread across East Anglia and 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 clients 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.
