Senior Financial Adviser
Financial Divisions are currently working with a high end boutique financial services organisation that operate across 4 key areas. The firm are seeking an experienced Financial Adviser ideally Chartered to lead their Financial Management arm of the group. The firm operate from an exceptional location in London’s Mayfair with a very prestigious address and can not only offer a relaxed yet lucrative environment to work in, but would ideally like to see this person become a Partner and equity share holder in the Financial Management arm of the business.
As a Senior Financial Adviser you will be responsible for continuing the excellent work the firm have been doing in their pensions division and converting leads generated through a marketing network that spans the entire UK. The aim will be to continue to provide strong pensions advise and transfer for clients whilst building up funds under management and offering a full financial management service to clients on a holistic basis including investments, trusts, tax and IHT planning and at times cross selling on behalf of other business areas.
You should be Chartered or at a minimum have completed your Level 4 and gone on to complete advanced diploma pensions exams. You should have a track record of producing results and developing a client bank from converting leads passed through. You should also have the leadership skills required to oversee the Financial Management area of the business and have the desire to progress to an equity share holder / Partner level.For immediate consideration please forward your CV to Mark Flannery at Financial Divisions
This job was originally posted as www.totaljobs.com/job/77688088