Senior Financial Planner
Servicing role of existing HNW clients
Surrey based Chartered IFA (Leatherhead)
£100k - £110k basic salary plus benefits and bonuses
Benefits: Death in Service, Critical Illness Cover, Income Protection
My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested.
The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too.
The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and has very good technical knowledge. You will have a minimum 5+ years of experience working within private client wealth management industry working with high net worth private clients. You will be allocated a book of clients to manage with £500k - £1m invested on average, but many have considerably more with the top household holding £8m of invested assets). You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working and helping the business achieve its growth plans.
If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdivisions.co.uk