At a Glance
- Tasks: Manage a portfolio of 150 clients and build new business relationships.
- Company: Established wealth planning practice with a stellar reputation.
- Benefits: Up to £80k salary, bonuses, and a supportive work environment.
- Other info: Opportunity for growth and networking within a dynamic community.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: Diploma qualified with 2-3 years of advising experience.
The predicted salary is between 49500 - 60500 £ per year.
Independent Financial Adviser ****Manage 150 clients from a retiring adviser*** Up to £80k basic salary plus bonus Near Guildford/Godalming 2 - 3 years advising experience needed as an IFA Bonuses paid once you've achieved 1.5 x salary in all fees My client is a wealth planning practice based outside Guildford who have been operating for 30+ years.
I have met the Directors and been to their offices and placed 10 staff into the business.
They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex Hampshire.
They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest.
The Managing Director is seeking to recruit a brand Independent Financial Adviser who is diploma qualified and has at least 2 - 3 years of advising experience with their CAS signed off.
The MD is seeking a new financial planner who can manage c.150 clients from a retiring adviser and then there is an expectation that you will build upon this and generate new business at an steady pace with their existing network of sports clubs, business group, accountants and solicitors.
The role will be office bas...
Financial Planner in Surrey employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
