Chartered Financial Planner

Financial Divisions; Leatherhead; Presencial; GBP 100 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Death in Service

Critical Illness Cover

Income Protection

Resumo da oferta

A leading wealth management firm in Leatherhead is seeking a Senior Financial Adviser to service high-net-worth clients. The ideal candidate will have over 5 years of experience in private-client wealth management and a proven track record of advising high-net-worth clients. Responsibilities include managing investment portfolios, providing strategic advice on pensions and taxes, and closely collaborating with a team of support professionals. Offers a competitive salary between £100k and £110k, alongside bonuses and comprehensive benefits.

Qualificações

• Minimum 5+ years experience in private-client wealth management with high-net-worth clients.
• Demonstrable track record of advising HNW clients.
• Experience working with senior advisory or practice-manager teams is desirable.

Responsabilidades

• Allocate a client book with £500k‑£1m invested on average.
• Work closely with administrators and paraplanners to manage client portfolios.
• Provide advice on pensions, investments, and retirement planning.

Conhecimentos

Experience in private‑client wealth management

Client relationship skills

Strong technical knowledge

Descrição da oferta de emprego

Position Overview

Partner at Financial Divisions – [e-mail] – Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers). The role is a Senior Financial Adviser servicing existing high‑net‑worth clients in Surrey (Leatherhead). The firm is a Chartered independent wealth planning company with offices near Leatherhead, managing the affairs of more than 250 HNW families across Sussex, Kent and London.

Role & Responsibilities

Allocate a client book with £500k‑£1m invested on average (top holdings £8m). Work closely with administrators, paraplanners and operations to manage client portfolios, provide advice on pensions, investments, tax, cash‑flow modelling, retirement planning and protections, and help the business achieve its growth plans.

Requirements & Qualifications

• Minimum 5+ years experience in private‑client wealth management with high‑net‑worth clients.
• Demonstrable track record of advising HNW clients.
• Strong technical knowledge and client‑relationship skills.
• Experience working with senior advisory or practice‑manager teams is desirable.

Salary & Benefits

£100k‑£110k basic salary plus bonuses and benefits.

• Death in Service
• Critical Illness Cover
• Income Protection

Contact

Peter – Recruiting Wealth Management Professionals – [e-mail]