Chartered Financial Advisor

Job Details

Reference ID 1887
Vacancy Location North London, Hertfordshire, Cambridgeshire
Job sector
Job type
Remuneration Salary of £80,000 - £100,000 subject to experience and qualifications plus bonus


Are you a highly experienced Chartered Financial
Advisor seeking an opportunity to join a well-respected Chartered business?

You will benefit from inheriting a diverse, HNW client
bank and should look to grow this organically through referrals and

Most of the clients are still in accumulation phase
with a healthy average holding of c£500,000+. The clients include generational
wealth and self-made high net worth individuals. As their Financial Advisor you
will work closely with your clients to understand their current and future
aspirations and build bespoke plans to meet their needs.

The inherited client bank will be based across
North London, Hertfordshire and Cambridgeshire, therefore we are seeking an
individual able to comfortably cover this area.

You will receive full administrative and paraplanning
support enabling you to focus on building strong relationships with your
clients and provide excellent service to gain referrals.

As part of their next phase of growth, they are
looking to recruit an established Advisor to join the business.

Chartered Financial Advisor Requirements 

  • You should be a Chartered Financial Advisor with strong financial
    planning experience.
  • You should have experience dealing with HNW and UHNW Clients with
    generational wealth.
  • You should be confident at building rapport and gravitas with


Our client has been established for over 40 years,
providing Wealth Management, Financial Planning and DFM services to c600
clients. They have £400m FuM and have plans to continue growing.

Chartered Financial Advisor Benefits

  • Salary of £80,000 – £100,000 subject to experience and
    qualifications plus bonus
  • Plus 4x
    DIS, Long term sickness cover, 5% matched pension contribution and Bupa
    private Healthcare.
  • Remote based role with travel to meet the needs of your clients and


North London / Hertfordshire / Cambridgeshire

Call us
now on 0208 0044 154 or click Apply

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