Senior Financial Planner

Financial Divisions; Kingston upon Thames; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Kingston upon Thames seeks a Senior Financial Adviser to manage existing client portfolios. The ideal candidate will be a Chartered Financial Planner or close to completion, with at least 3 years of advising experience. Responsibilities include providing holistic financial advice to high net worth clients. Attractive salary range of £70k - £100k plus bonuses and benefits, with a flexible working option available.

Benefits

Attractive bonus scheme

Live Cover

Private Health Insurance

Free Car Parking

Qualifications

• At least 3 years of solid advising experience in financial services.
• Experience working with HNW individuals.
• Flexible with office and occasional home working.

Responsibilities

• Manage and advise on existing client portfolios.
• Provide holistic advice on pensions, investments, and tax planning.
• Engage with clients primarily in the office.

Skills

Managing existing clients

Holistic financial advice

High Net Worth (HNW) service

Education

Chartered Financial Planner certification

Job description

Senior Financial Adviser - boutique IFA

£70k - £100k basic salary plus attractive bonus and benefits package

Manage existing clients - Surrey based Chartered IFA

Offices near Kingston (Surrey)

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.

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 based to begin with but there is flexibility to work from home on occasion but the majority of meetings are in the office.

£70k - £100k basic salary

Attractive bonus scheme for advisers

Mange existing cases - up to £5m for top client

Surrey based families, retirees and City professionals

Whole of market advice

Benefits package on offer (Live Cover, PHI, PMI)

Free Car Parking

Would this be of interest at all? get in touch with Peter at Financial Divisions. [e-mail]