Chartered Financial Planner

Financial Divisions; Esher; On-site; GBP 75,000 - 100,000; Full time

Job summary

A respected financial advisory firm in Esher is looking for a Chartered Financial Adviser to manage an existing portfolio of clients. The ideal candidate will have at least 3 years of advising experience and a strong background in holistic financial planning. This role offers a competitive salary between £75k and £100k, along with an attractive bonus and benefits package, ensuring a rewarding career path within a reputable firm.

Benefits

Attractive bonus and benefits package

Qualifications

• At least 3 years of solid advising experience.
• Ability to manage a portfolio of HNW individuals.
• Comfortable with tax planning and investment advice.

Responsibilities

• Manage existing clients and provide quality financial advice.
• Help clients with pensions, investments, and tax planning.
• Ensure high-quality service through strong client relationships.

Skills

Chartered financial planning

Client management

Wealth planning

Education

Chartered status or near completion

Job description

Position

• Chartered Financial Adviser - boutique IFA
• £75k - £100k basic salary plus attractive bonus and benefits package
• Manage existing clients - Surrey based Chartered IFA
• Offices near Kingston (Surrey)

Overview

A key client of mine who I have placed 5 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.

Role Details

This role will be suitable for a Chartered Financial Planner or at least someone close to completion 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 be office bas...