Financial Divisions
Chartered Financial Planner
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OUTSTANDING OPPORTUNITY Chartered Financial Planner City of London - Chartered Wealth Management Firm
- Manage £30m of existing AUM
- Take on all new business enquiries and referrals
- One year of advising experience is required
- Must have Competent Adviser Status
Salary: £65k - £70k basic salary plus 27% bonuses on all fee income
My client is a Chartered IFA based in Central London who I have recruited for over the past 5 years and placed many staff with them at all levels. The business has 40+ advisers and operates in a pod structure and advises private clients who on a whole of market basis. Pensions, investments, tax planning, Trusts and IHT are key areas of advice that they focus on.
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The highest billing adviser manages over £200m AUM and within his pod he is looking to pass on £30m AUM to an adviser with 1 year of experience who has Chartered status (non-negotiable) and with their Competent Adviser Status signed off. You will manage all these existing relations and be the first point of contact for all new enquiries, recommendations and referrals. The role requires you to be in the office more to start with then you have full flexibility to run your own affairs. A basic salary of £65k - £70k is on offer with 27% bonuses on all fees (both ongoing and initial fees).
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If this sounds of interest please get in touch. Peter@financialdivisions.co.uk
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