Chartered Financial Planner

Job Title

Chartered Financial Adviser - boutique IFA

£75k - £100k basic salary plus attractive bonus and benefits package

A key client of mine who I have placed five staff with in the past is looking for a Senior Financial Adviser (ideally Chartered) to manage a portion of their longstanding book of business. The company has operated for over 30 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and intergenerational wealth planning.

Their clients hold between £300k and £5m of investable assets and they pride themselves on offering the highest quality service, generating new business purely through recommendations and referrals.

Manage existing clients and cases – up to £5m for top client – with a focus on HNW individuals. Work primarily from the office, with flexible work-from-home options as required.

• Chartered Financial Planner or close to completion of the chartered designation.
• At least 3 years of solid advising experience, capable of working with HNW clients.
• Gracious and capable of delivering a quality service. No AUM is required, though existing clients that fit the investment proposition are welcomed.

£75k - £100k basic salary

• Attractive bonus scheme for advisers.
• Whole of market advice.

• Benefits package on offer (Live Cover, PHI, PMI)
• Free car parking

Would this be of interest at all? Get in touch with Peter at Financial Divisions.