- £65k - £85k basic salary + bonuses
- Mange existing clients and generate some new business
- Surrey based clients primarily (retirees and families)
- Whole of market financial advice
- Benefits package on offer (PMI, PHI)
-
Independent Financial Advisor
3 weeks ago
Financial Divisions Woking, United KingdomFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA · A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA ...
-
Independent Financial Advisor
1 day ago
Financial Divisions Surrey, United Kingdom £65,000 - £85,000Job Description Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA · I have placed 3 staff into the business and they are looking to expand their team with ...
-
Independent Financial Advisor
3 weeks ago
Financial Divisions Surrey, United KingdomFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAA key client of mine who I have met and worked with very closely over the past year are a Chartered IFA bu ...
-
Pension Team Manager
4 weeks ago
Alexander Lloyd Surrey, United KingdomAre you currently working as a Team Manager with good people management and training experience within the Pensions/ Financial Services or Employee Benefits sector then this could be the role for you · As the Team Manager you will be responsible for overseeing a team of administr ...
-
Junior Group Risk Consultant
3 weeks ago
Idex Surrey, United KingdomLooking to step up from an Associate Consultant/Account Manager position? · I'm partnered with a Global Insurance Broker who've been on the acquisition trail with recent expansion, in their search for a Group Risk Consultant. You'd ideally be based near to London/Surrey. · This i ...
-
Business Tax Senior
2 weeks ago
Warner Scott Recruitment Ltd Surrey, United KingdomThis highly regarded firm of financial and business advisors can offer an exciting opportunity for an accomplished Business Tax Senior to join their fast-growing and extremely successful taxation team. · You will be provided with a broad range of responsibilities which includes p ...
-
Financial Divisions Surrey, United Kingdom Full timeplus bonus and benefits package · A key client of ours whom we have placed 3 staff with in the past, are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. Initially you will be responsible for est ...
-
Self-Employed Mortgage
3 weeks ago
Rayner Personnel Surrey, United KingdomSelf-Employed Mortgage & Protection Adviser – South East (Remote) · OTE - £75,000+ · Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment whilst enjoying the benefits of a qualified lead source that you can access on your te ...
-
Financial Adviser
3 weeks ago
Financial Divisions Surrey, United Kingdom Full timeManage some existing clients from the MD · Surrey based Chartered IFA · Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of £65-£85k + benefits - Chartered IFA situated in Surrey. · A Chartered IFA company w ...
-
Paraplanner
2 weeks ago
Antony George Recruitment surrey, United KingdomJob Description · MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. · The business aims to be a stan ...
-
Vice President or Senior Vice President
5 days ago
JLL Surrey, United Kingdom Full timeWe are currently seeking · a VP or SVP for UK Hotels Capital Markets for our EMEA Hotels & Hospitality Capital Markets business line. This is a permanent, full time position and will report directly to the Head of UK Hotels & Hospitality . There is a preference for this indivi ...
-
Repairs Administrator
3 weeks ago
PA Housing Surrey, United Kingdom PermanentA little bit about what we are looking for... · Join us as a Repairs Administrator, where you'll play a vital role in providing administrative support to both internal and external customers as an integral part of our dynamic Repairs Team. Your responsibilities will include effic ...
-
Business Development Director, LE/GE, GTS
4 days ago
Gartner Surrey, United Kingdom Full timeBusiness Development Executive JD – GTS, GE & LE Sales · About the role: · Business Development Executives are responsible for prospecting companies which are not presently active clients of Gartner, within an assigned geographical territory. The purpose of the role is to ident ...
-
Paraplanner
1 day ago
Antony George Recruitment Surrey, United Kingdom £35,000 - £50,000Job Description Job Description · MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. · The busines ...
-
Financial Planner
1 month ago
Idex Surrey, United KingdomA high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire. · This particular opportunity is quite unique for the following reasons: · You will be working closely with an extremely experienced Financial A ...
-
Financial Planner
1 month ago
Idex Surrey, United KingdomAs an extremely experienced Financial Advisor do you think your skills lie more in developing and maintaining exceptional client relationships than developing new business? · Can you develop deep and trusted connections with intergenerational clients? · If the answers to the abov ...
-
Family Solicitor, Surrey
1 month ago
Chadwick Nott Surrey, United Kingdom Full timeJob title: Family SolicitorLocation: SurreySalary: £45-50k - depending on experiencePQE Level: 2-4 Contract Type: PermanentWorking Hours: Full-timeMy client is a Legal 500 and Chambers-ranked full-service firm, well regarded in the Southeast for their longstanding reputation as h ...
-
Welfare and Income Assistant
2 weeks ago
Croydon Churches Housing Association Surrey, United Kingdom Full timeDo you want to make a difference, then join us as our · Welfare and Income Assistant · Salary: GBP28,673.00 · Hours: 35 hours per week · Hybrid working (4 days a month in the office) · Interview dates: 13 & 14 June · Closing date: Monday 3 June · What you will achieve in the rol ...
-
Senior Statutory Accountant Sutton
1 week ago
Fletcher George Recruitment Ltd Surrey, United Kingdom**Senior Statutory Accountant, Sutton** · An International firm is now looking to actively grow its Statutory Reporting team and is actively interviewing for an ACA Qualified Accountant (or equivalent) to join their team of expert advisors. The firm really values and rewards its ...
-
Tax Manager
1 week ago
Kind Consultancy Ltd Surrey, United KingdomKind Consultancy is working with a well-known, leading Motor Finance business which is currently seeking a Tax Manager to join them in a permanent role paying circa £75,000. This is a full-time role requiring 2 days per week based in their Surrey officeand 3 working from home. · ...
Independent Financial Advisor - surrey, United Kingdom - Financial Divisions
Description
Job DescriptionFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos. I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser. The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals. They pride themselves on offer the highest quality service to clients and generate new business purely through recommendation and referral. They offer advice on pensions, investments, tax planning, retirement planning, protections and esoteric investment schemes such as VCT/EIS/SEIS.
This role will be suitable for a Financial Planner who is either Chartered or working towards their Chartered status with at least 3 - 5 years of solid advising experience and who has the gravitas and capabilities to work with HNW clients and provide a quality service. The Directors do not require an adviser to bring clients with them, but if you have any clients who match their investment proposition then they will welcome clients being onboarded.
The Managing Director has too many clients and is also trying to run the business at the same time. They are looking to pass on some of their clients to a new adviser to free up his time to manage and expand the business. The role will be a mix of managing existing clients (£300k - multiple millions per client) but there will be an expectation that you can generate some new business and build upon any client recommendations and referrals. Client meetings are held in the office unless there are exceptional circumstances, e.g. elderly and vulnerable clients so the role would be office based but some WFH can be offered once you are bedded into the business.
Would this be of interest at all? get in touch with Peter at Financial Divisions.
