This Senior Financial Advisor job provides the opportunity to takeover an active client bank of £18m AUM from a retiring Financial Advisor.
You will be taking over the responsibility of managing the client’s financial planning and maintaining a strong ongoing relationship. The clients are spread across the South Coast.
Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements.
You would receive full paraplanning and administration support from their back-office team
Senior Financial Advisor Requirements
The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £500m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve £1bn AuM and are already on their way to achieving this.
Financial Advisor Benefits
Bournemouth / Southampton
Call us now on 0208 0044 154 or click Apply
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