FINANCIAL ADVISER - Oxted - c £70/85k, Commission, Equity Share in the Business

  • Financial Divisions
  • Dec 06, 2022
Full time Banking

Job 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 long-standing 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

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 at Financial Divisions.