Job Information

Our clients are growing extremely quickly and require a Senior Financial Advisor to take on an existing client bank/portfolio.

Should be a minimum of level 4 who is happy to take further qualifications. SPS/CAS

Role: Senior Financial Adviser/ Wealth Manager:  This is a hybrid role combining the servicing & developing an existing portfolio of private clients and Small Corporate clients with the ability to develop new clients. The main purpose of the role to take over an existing client bank due to a retiring IFA.

Earnings:  Base Salary £50k to £70,000 negotiable depending on experience, PLUS Performance Bonus linked to productivity.  Anticipated OTE is £100k

Established Client Base

London, Kent and surrounds

Business Development

Your objective will be to develop additional opportunities within these clients. This includes selling through the family generations, gaining referrals, building introducer relationships and acquiring introductions into centers of influence.