Financial Adviser - Vacancy: £40k - £45k, Boutique IFA firm - Surrey
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- England,South East,Surrey,Surrey Heath
- full-time
- £40,000 - £45,000 per annum, negotiable, inc benefits
Job Description:
Financial Adviser - Vacancy: £40k - £45k, Boutique IFA firm - Surrey
My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 200 clients with assets ranging from £100k - £5m, with £500k being their average case. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes. They have a big emphasis on intergenerational wealth planning and work with every level of a family to ensure their financial legacy is kept in tact. They generate new business organically through recommendation and referral as well as working with professional introducers. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back many years. The Advisers actively encourage their staff to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating a brand-new role for a Financial Adviser. You will attend meetings with the MD and shadow him in the early stages of the role before being allocated your own clients for you to manage. The role would suit a candidate who has begun their advising career or has been a client facing paraplanner but heavily involved in compiling advice with Advisers. This role will suit a candidate who is Level 4 qualified or is on their way to obtaining this. Cultural fit will be vital for my client so a good attitude, a willingness to learn and contribute to a growing business will be key. The MD has no aspiration to sell the business whne he comes to his retirement so wishes to pass on the business to the existing advisers, so there is agenuine opportuinty for an equity stake in the business for this role in the future.
* Salary: £40k - £45k bonus
* Full study support package
* Benefits: pension, death in service cover income protection
* Equity stake in the business in the future
If this role sounds of interest or any other roles I am working on please get in touch.
My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 200 clients with assets ranging from £100k - £5m, with £500k being their average case. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes. They have a big emphasis on intergenerational wealth planning and work with every level of a family to ensure their financial legacy is kept in tact. They generate new business organically through recommendation and referral as well as working with professional introducers. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back many years. The Advisers actively encourage their staff to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating a brand-new role for a Financial Adviser. You will attend meetings with the MD and shadow him in the early stages of the role before being allocated your own clients for you to manage. The role would suit a candidate who has begun their advising career or has been a client facing paraplanner but heavily involved in compiling advice with Advisers. This role will suit a candidate who is Level 4 qualified or is on their way to obtaining this. Cultural fit will be vital for my client so a good attitude, a willingness to learn and contribute to a growing business will be key. The MD has no aspiration to sell the business whne he comes to his retirement so wishes to pass on the business to the existing advisers, so there is agenuine opportuinty for an equity stake in the business for this role in the future.
* Salary: £40k - £45k bonus
* Full study support package
* Benefits: pension, death in service cover income protection
* Equity stake in the business in the future
If this role sounds of interest or any other roles I am working on please get in touch.
Job number 1117609
metapel
Company Details:
Financial Divisions
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