Financial Adviser in Camberley

Financial Adviser in Camberley

Camberley Full-Time On-site
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Job Description

Financial Adviser

Camberley, Surrey (hybrid)

up to £80,000 + bonus

We are working with an IFA based in Surrey who are looking to bring on a new Financial Adviser to manage of bank of around 150 clients. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning.

The focus for this role is client care first and the business development requirements are limited. This is a great opportunity for an experienced adviser to take over of an established book or a newer adviser to build up their experience with a wide range of clients. Experience with cashflow modelling and pensions drawdown is a must for this role.

What’s on offer?

Salary up to £80,000

Bonus scheme (20-30% of salary)

Full Admin and Paraplanning support

Hybrid work from home model (1-2 days a week in the offcie)

28 days annual leave bank holidays

Generous benefits package

Requirements

Level 4 Diploma In Regulated Financial Planning

2 years in client facing financial advice position in the UK

Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

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Contact Details:

Jobs4 Recruitment Team