Job Description
Financial Advisor, Surrey
Hybrid working options
£65k salary, expected OTE £100k-£150k
If you are a qualified and experienced advisor looking to join an established, independent firm, then this could be for you. The firm are looking for an experienced advisor who can take on an existing client bank of circa £50M+ and take advantage of the new warm client leads coming into the firm. With the current advisors earning £200k plus, there is a great opportunity here.
The Business
This firm is an established boutique advisory business based in Surrey. They have been operating for over 20 years and so have established a name for themselves and look after their clients well. Being an independent firm, they provide holistic and unbiased advice. They work with a range of clients, particularly many cash rich clients from the IT industry in London. Due to massive business levels, they’re looking for another experienced advisor to join the firm.
The Role
From day one the firm will be able to provide clients for you to take over and service. The size of the client bank you take on will vary depending on experience and needs, but will be £50M+. Your role will be to service these clients and utilise all the warm leads coming into the firm.
All of the new business you c...