Financial Adviser – Equity + Established Client Portfolio

Financial Adviser – Equity + Established Client Portfolio

Full-Time 70000 - 70000 Β£ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Provide expert financial advice and manage a substantial client portfolio.
  • Company: Reputable financial division in Guildford with a supportive team.
  • Benefits: Attractive Β£70,000 salary, dedicated support, and no aggressive sales targets.
  • Why this job: Make a real difference in clients' financial lives while enjoying a rewarding career.
  • Qualifications: Experience as a Financial Adviser and strong client relationship skills.

The predicted salary is between 70000 - 70000 Β£ per year.

Financial Divisions in Guildford is seeking an experienced Financial Adviser to join its team. This role offers a Β£70,000 basic salary and the opportunity to manage an existing client portfolio representing approximately Β£10 million in assets.

Advisers focus on delivering high-quality advice without aggressive sales targets. You'll receive support from a dedicated team, ensuring you can concentrate on your clients' financial goals.

Financial Adviser – Equity + Established Client Portfolio employer: Financial Divisions

Join a leading financial advisory firm in Guildford, where we prioritise quality over quantity. Our supportive work culture fosters professional growth, allowing you to thrive while managing an established client portfolio. With competitive compensation and a focus on client-centric advice, we offer a rewarding environment for experienced Financial Advisers looking to make a meaningful impact.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Financial Adviser – Equity + Established Client Portfolio

Financial Advisory
Client Portfolio Management
Asset Management
High-Quality Advice Delivery
Relationship Building
Financial Goal Setting
Team Collaboration