Job Description
£50k - £70k basic salary plus attractive bonus and benefits package
Manage client bank generated from retiring adviser over the next 3 years and bring on new clients
Hybrid working - come to offices once or twice a week
A key client of mine, with whom we have worked for the past 5 years, is looking for a Financial Adviser due to growth. The company has been operating for over 15 years and has built an outstanding reputation for providing holistic advisory services to families, retirees, and some City professionals. Their clients typically hold between £150k - £350k of investable assets, and they pride themselves on offering the highest quality service, generating new business through recommendation and referral. The clients are geographically spread across East Anglia and London.
This role is suitable for a Financial Planner with at least 3 years of solid advising experience, capable of working with HNW individuals and providing high-quality service. The Directors do not require an adviser to bring AUM, but those with existing clients fitting their investment profile are welcome. The role offers flexibility to work from home and manage your own affairs.
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