Employed Financial Advisor job in London - HNW and UNW clients provided

The Specialists in Financial Services Recruitment

Job Details

Chartered Financial Advisor Financial Advisor
Reference ID: 1431
  • Salary/OTESalary of £60,000 - £80,000 depending on experience plus bonus
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

Employed Chartered Financial Advisor job providing you first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established, the business would have a long term aim for you to be writing £300k - £350k gross pa.

This exciting position is well suited to individuals close to or already holding Chartered Financial Planner status.

There is no requirement to bring clients / FuM with you, due to the excellent opportunities available. You will be provided with existing clients ready for you to takeover servicing, plus have access to new clients for you to sign onto ongoing servicing agreements.  

The group company has specialist departments, including accountancy, tax planning and investment management. Therefore, you will regularly work closely with your fellow professionals, to provide holistic service to clients.

Due to the nature of their international parent company, they regularly have both domestic and international clients.

Chartered Financial Advisor Requirements

  • You must be qualified to minimum Level 4 Diploma in Financial Planning and either be Level 6 Chartered or close to achieving this.
  • You must have circa 5 years’ experience as a Financial Advisor
  • You must have experience working with HNW and UHNW clients

The Company

Our client is a highly respected specialist Financial Planning firm, backed by a leading Accountancy firm of nearly 1,000 team members in their UK company. They are keen to expand their Financial Planning firm through recruiting individuals with desire of becoming Chartered and capable of delivering first class financial planning to HNW clients.

Chartered Financial Advisor Benefits

  • Salary of £60,000 - £80,000 depending on experience plus bonus
  • Plus, company benefits
  • Excellent planned growth within the team, creating career progression opportunities
  • 2 Financial Advisors to 1 Paraplanner ratio

Location

London

Call us now on 0208 0044 154 or click Apply

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