Financial Adviser - Oxted, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

Oxted, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Following a huge increase in Business, my client, an independent firm of Financial Advisers providing full market advice are looking to offer this opportunity to a Diploma Qualified Adviser close to gaining Chartered Status.

With Clients based in Surrey,Sussex and London, my client is eager to recruit a local individual as the role will be office based initially.

Opportunity Highlights

Business has been built on reputation with many longstanding relationships
Clients include Professionals, Wealth Accumulators, Business Executives, Retirees and HNW families
Advice is focussed across pensions, investments, Tax Planning, IHT, Trusts and Mortgage & Protection
Clients will be provided to develop further referrals & recommendations
Focus is to provide an honest and ethical holistic service without the hard sales focus
Support provided to develop and build their Business
Must be Diploma Qualified and ideally Chartered or close to achievement
Min of 5 years Advisory experience

If you are currently working within a Private Client Management role providing holistic advice and are interested in this opportunity, please send your Cv through to Camilla Howden.