Senior Financial Adviser/IFA- Surrey based Chartered IFA - Up to £85k basic salary plus...

plus bonus and benefits package

A key client of ours whom we have placed 3 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. Initially you will be responsible for establishing meaningful relationships with these clients, via face-to-face meetings where possible. Then once you have built their trust, look for additional recommendations within the portfolio, especially based around intergenerational wealth transfer.

The company has been operating for over 20 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 inter-generational wealth planning. Their clients hold anything between £300k - £5m of investable assets. They do not charge initial fees, they solely charge ongoing fees as they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral.

This Senior Financial Advisor position will be suitable for a Chartered Financial Planner or at least someone close to completion with at least 5 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 Senior Financial 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 but the majority of meetings are in the office.

£75k - £85k basic salary

Mange existing cases and generate some new business.

Surrey based families, retirees, and City professionals.

Whole of market advice

Benefits package on offer (Live Cover, PHI, PMI)

If this Senior Financial Advisor position sounds of interest or any other roles, I am working on please contact Sam.