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Financial Adviser

Location: GUILDFORD, SURREY Salary: 45000 - 60000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 4 months ago Reference: 3246583
I am currently working with an excellent financial planning firm based in Surrey, who provide bespoke advice to HNW individuals, typically with portfolios over £350,000.

They specialise in complex pension and investment work, often taking on technical cases passed to them by a network of accountancy and solicitor introducers. Cases include final salary pension transfers, trust work and more intricate investment advice. They see themselves as “holistic “ planners, looking at where the client needs to be financially at different stages of their life and putting the necessary financial grounding in place to achieve these goals.

Their advisers are generating on average £300,000 worth of fee income per year and are able to do this from the high quality administrative/ paraplanning support provided to them.

Salary up to £60k Dependent on experience + Bonus
No need to bring clients
The right individual will be hungry to pursue leads and will ideally be either chartered or nearing chartered status.

This would suit an adviser who has a few years of experience advising and is now looking to move on and progress their career with a well-established company. They have a friendly and sociable environment and ensure that all employees are motivated and offered progressive career paths.

If you are interested in this or other similar roles please do not hesitate to get in contact.

If you are interested in exploring new opportunities in financial services please do not hesitate to get in contact

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