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Financial Advisor

Financial Advisor

Eden RoseSurrey, ENG, UK
9 days ago
Job type
  • Full-time
Job description

Job Description

Experienced Financial Advisor

65,000–£75,000 + Bonus + Commission

Leatherhead (Or London office)

Hybrid, 3 Days in Office

Full Client Bank Provided

Are you a seasoned Independent Financial Advisor ready to take the next step in your career?

We are currently hiring for an independent , boutique firm with a strong reputation for delivering bespoke financial solutions to high net worth (HNW) clients. Their investment arm is growing, and they are looking for a talented advisor to join and take over a prestigious client book.

What You’ll Be Doing :

  • Manage and nurture an existing portfolio of HNW clients with over £45 million funds under management
  • Work closely with the Investment Manager to deliver tailored investment strategies
  • Build long-term relationships with key clients, ensuring exceptional service and trust
  • Identify opportunities to grow the client base and contribute to the firm’s expansion

What We’re Looking For :

Minimum 5 years of relevant experience as a Financial Advisor, ideally with HNW ...

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Financial Advisor • Surrey, ENG, UK