Independent Financial Adviser — Inherit £40m AUM, Hybrid

Independent Financial Adviser — Inherit £40m AUM, Hybrid

Full-Time 75000 - 75000 £ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Provide holistic financial planning advice and manage an existing client bank of £40m AUM.
  • Company: Join Financial Divisions, a well-established firm located in Launceston, UK.
  • Benefits: Enjoy a competitive salary up to £75,000 and an excellent bonus structure.
  • Other info: Comprehensive administrative and paraplanning support is provided.
  • Why this job: This role offers a hybrid working model that promotes work-life balance.
  • Qualifications: Candidates should be pursuing or have Chartered status with relevant financial advisory experience.

The predicted salary is between 75000 - 75000 £ per year.

Financial Divisions is seeking an Independent Financial Adviser to join their established firm in Launceston, UK. You'll inherit an existing client bank of approximately £40m AUM and provide holistic financial planning advice across various sectors.

This role offers a competitive salary up to £75,000, an excellent bonus structure, and a hybrid working model that emphasizes work-life balance. You will have comprehensive administrative and paraplanning support, along with dedicated study support for your Chartered status.

Independent Financial Adviser — Inherit £40m AUM, Hybrid employer: Financial Divisions

Financial Divisions is based in Launceston, UK, offering a competitive salary and excellent bonuses. The firm provides dedicated study support for Chartered status, ensuring professional growth within a supportive environment.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Independent Financial Adviser — Inherit £40m AUM, Hybrid

Holistic Financial Planning
Client Relationship Management
Financial Analysis
Investment Strategies
Regulatory Compliance
Chartered Status Preparation
Communication Skills