Senior Chartered Financial Adviser — Holistic Planning & Taxation in Horsham

Senior Chartered Financial Adviser — Holistic Planning & Taxation in Horsham

Horsham Full-Time 49500 - 60500 £ / year (est.) No working from home possible
Astral Recruitment

At a Glance

  • Tasks: Provide holistic financial planning and expert advice on taxation, trusts, and investments.
  • Company: Join a national brand known for its high-quality advisory team.
  • Benefits: Base salary up to £90,000 plus generous bonuses and growth opportunities.
  • Other info: Build on an existing portfolio and thrive in a supportive environment.
  • Why this job: Make a real difference in clients' financial futures while advancing your career.
  • Qualifications: Must be an experienced Chartered Financial Adviser with expertise in IHT taxation.

The predicted salary is between 49500 - 60500 £ per year.

Astral Recruitment is partnering with a national brand to recruit an experienced Chartered Financial Adviser for a holistic financial planning role in the United Kingdom.

The position emphasises IHT taxation, trusts and investments in VCTs and EISs, with a portfolio ready for you to build on.

The client offers a base to £90,000 DOE plus a generous bonus and growth opportunities within a high‑quality advisory team.

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Senior Chartered Financial Adviser — Holistic Planning & Taxation in Horsham employer: Astral Recruitment

Join a top national market-leading firm as a Self Employed Equity Release Broker, where you will benefit from a flexible home/field-based role that allows you to manage your own schedule while serving a growing client base. The company fosters a supportive work culture that prioritises professional development and offers competitive commission structures, ensuring that your hard work is rewarded. With a strong reputation in the industry and a focus on innovation, this is an excellent opportunity for experienced brokers looking to thrive in a dynamic environment.

Astral Recruitment

Contact Details:

Astral Recruitment Recruitment Team

We think you need these skills to ace Senior Chartered Financial Adviser — Holistic Planning & Taxation in Horsham

Chartered Financial Adviser
Holistic Financial Planning
IHT Taxation
Trusts Management
Investments in VCTs
Investments in EISs
Portfolio Management