Financial Divisions
Location
Weybridge, Surrey | United Kingdom
Job description
Chartered Financial Adviser – GBP80k – GBP100k basic salary plus benefits package – manage 70 HNW clients from a retiring Director – Surrey based firm My client has been operating for over 30 years and has built an outstanding reputation for providing holistic financial planning services to families, retirees, accumulators, Charities, Trusts and City professionals. They pride themselves on offering the highest quality service to clients and have won numerous awards over the years which has enabled them to generate new business purely through recommendation and referral.My client are looking for a Senior Financial Adviser (must be Chartered) who can manage 70 longstanding clients (generating c.GBP600k of ongoing fees) from a retiring Adviser who is also a Director of the business. There will be a 12+ month handover period whilst the Director exits the business and plans their retirement.This role will be suitable for a Chartered Financial Planner with at least 10 years of solid advising experience who has the gravitas and capabilities to work with HNW clients (GBP1m in assets) and provide the highest quality service. This is a servicing role but any clients you can bring with you would be welcomed.
Would this be of interest at all? get in touch with Peter at Financial Divisions.
Job tags
Salary
£80k - £100k per annum
