Chartered Financial Adviser

Our client is seeking an experienced, proactive Chartered Financial
Adviser (or close to Chartered) to join their team on an employed basis and takeover
the servicing of some existing clients and grow their client book

You will be provided with a client portfolio of £25m FuM and
a regular flow of appointments booked in your diary. The company’s objective is
to support you to be busy and help you flourish. In return, they are looking
for an ambitious, proactive Financial Adviser who is strong at winning new
business. You should be highly knowledgeable on financial planning and
confident in creating dynamic, creative financial planning solutions that meet
the client’s needs.

Individuals with advanced qualifications and holding
Chartered status would be preferred, who can utilise their advanced financial
planning expertise.

You can expect around 70% of your new business to come from company
provided leads, with the other 30% coming from your own activities. To note,
any self-generated business is ring-fenced for you.

The team pride themselves on building long term
relationships and strive for excellence in their service, based on trust, open communication
and honest advice.

Chartered Financial Adviser Requirements 

• You should have 4+ years’ experience as a Financial
  Adviser
• You
  should hold minimum Level 4 Diploma in Financial Planning (or equivalent),
  with preference towards individuals holding or close to achieving Chartered
  status

The Company 

Our client has been established for over 10 years and have a
reputation for providing clients with a highly personal service that meets
their needs. They develop dynamic financial strategies aligned to support the
personal financial aspirations of each individual client, building long term
relationships through their professional and friendly approach

Chartered Financial Adviser Benefits 

• Salary
  of £55,000 – £62,000 depending on experience and qualifications
• Good
  bonus structure with OTE of £100,000+
• Plus
  £4,000 pa car allowance
• Hybrid
  working (2 days office based and 3 days home), with mixture of working
  from home and their prestigious office in London and seeing clients
• You
  will be joining a successful team of c.14 individuals who enjoy sharing
  each other’s success and foster a collaborative approach

Location 

London

Call
us now on 0208 0044 154 or click Apply

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