Senior Financial Advisor job in London - ?£15m AuM provided

The Specialists in Financial Services Recruitment

Job Details

Senior Financial Advisor Financial Advisor
Reference ID: 1437
  • Salary/OTESalary of £70,000 - £80,000 plus bonuses
  • Vacancy LocationCentral London
  • RemunerationEmployed
  • RegionLondon
Job description

In this Senior Financial Advisor job in London you will have the exciting opportunity to takeover a client bank of £15m AuM, with average client holdings of over £1m.

You will have a proper handover from the existing Financial Advisor, to ensure you get up to speed quickly and able to deliver excellent financial planning to the clients.

The business is active in acquiring firms and has the objective of acquiring more clients in London and the South East, which would be passed over to you for servicing.

In addition, you should be active in identifying and generating new business opportunities.

For this role, you should have some of your own transferable clients. Ideally, with £50k+ recurring income. Our client would ringfence your clients, or they would be happy to purchase your clients and you continue servicing them for the long term.

Senior Financial Advisor Requirements

  • You should be a current Financial Advisor with experience of delivering quality client service
  • You must have experience of working with HNW clients
  • You must be fully Diploma qualified in financial planning and ideally on route to Chartered status
  • You should have transferable clients with circa £50k+ recurring income

The Company

Our client is a group company with specialist firms including, financial planning, investment management and wealth management to HNW and corporate clients. The group has multiple offices across the UK, including a London office based in prestigious, affluent location, ideal for their clientele. 

Senior Financial Advisor Benefits

  • Salary of £70,000 - £80,000 depending on experience and level of transferable clients
  • Plus bonuses, with bonus structure to be agreed at interview to create a mutually beneficial arrangement
  • Flexibility to work remotely and from their office
  • Opportunity to join and play a key role in the growth of their flagship branch in London


Central London

Call us now on 0208 0044 154 or click Apply

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