Financial Adviser, 80K plus 15% bonus, Esher in Surrey
Your new company
A Chartered Financial Planning firm which has been successfully operating for more than 50 years is now looking to hire an experienced Adviser. The practice, based in Esher, specialises in delivering truly independent advice to its clients on areas such as wealth management, financial planning and investments. It caters for customers from various backgrounds including private individuals, families, charities and professionals.
Your new role
As an office based Adviser, your role will be a predominantly non-sales one which has few KPIs and no validation. This role is to look after an existing client bank of around 100 clients, who typically generate £500K in income per year. The FUM is circa £50M. These clients are required to be 'looked after', and you will provide a 'safe pair of hands' to ensure their needs are met. You will receive full administration support.
What you'll get in return
You will receive a base salary of between £50,000 and £80,000, along with an impressive benefits package consisting of a 15% bonus (rising to 18% if suitable new business is generated), pension (6%), free parking, private medical, Life Insurance (4 x salary), ill health protection and study support.
What you'll need to succeed
You will be an experienced IFA with a stable work history. You will ideally be Chartered or at least working towards Chartered Status.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.