Financial Adviser - manage existing clients from the MD - Employed or self...

Financial Divisions

Fleet

Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home

My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with. The business has 3 advisers and a full support team of Paraplanners and Administrators. They offer financial advice on a across pensions, investments, tax planning, estate planning, IHT planning and some protections etc. with HNW entrepreneurs, City professionals and families with up to £2m to invest. The business manages over £100m of assets and this is growing as a result of the trust of their clients who have provided lots of recommendations and referral across Surrey, Hampshire and parts of Berkshire.

The MD is creating a brand new role for a dynamic, forward thinking and driven Financial Adviser with at least 2 years of experience who will be given cases to manage and lots of leads and marketing support to... More Detail

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