At a Glance
- Tasks: Manage existing clients and provide holistic financial advice on investments and planning.
- Company: Reputable boutique IFA with over 30 years of experience.
- Benefits: Competitive salary, attractive bonuses, and comprehensive benefits package.
- Other info: Flexible working options and opportunities to work with high-net-worth individuals.
- Why this job: Join a team that values quality service and client relationships in a supportive environment.
- Qualifications: Chartered Financial Planner or nearing completion with 3+ years advising experience.
The predicted salary is between 75000 - 100000 £ per year.
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 intergenerational wealth planning. Their clients hold anything between £300k - £5m of investable assets and they pride themselves on offering the highest quality service and generating 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; however, the majority of meetings are in the office.
- £75k - £100k basic salary
- Attractive bonus scheme for advisers
- Manage 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.
Chartered Financial Planner in Esher employer: Financial Divisions
As a leading boutique IFA with over 30 years of experience, we pride ourselves on our exceptional work culture that fosters collaboration and professional growth. Located near Kingston in Surrey, we offer a competitive salary and an attractive bonus scheme, alongside a comprehensive benefits package that includes live cover and private medical insurance. Our commitment to providing holistic advisory services ensures that our Chartered Financial Planners can thrive while making a meaningful impact on the lives of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Esher
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We think you need these skills to ace Chartered Financial Planner in Esher
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
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