Financial Adviser - boutique IFA
Manage 100 clients - £36m AUM
£65k basic salary plus discretionary company-wide bonus
25% bonuses on all new business written
OTE in Year 1 - £80k - £90k
Offices near Sutton/Cheam (Surrey)
A key client of mine who I have placed 2 staff with in the past are looking for a Financial Adviser who can manage 100 of their longstanding clients amounting to £36m AUM. The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £300k - £5m of investable assets and they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral.
This role will be suitable for a Financial Adviser with at least 3 years of advising experience and who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would be office based in Cheam/Sutton. You will have a full suite of administration and paraplanning support and the business is very keen on using AI and new forms of technology.
Would this be of interest at all? get in touch with Peter at Financial Divisions. peter@financialdivisions.co.uk
