Average Advisor salary in Gerrards Cross

This role is best suited to those advisers with 7+ years’ experience as a Financial Advisor, who are ideally chartered and who are looking for a very competitive salary (tailored to the individual) where they will be handed over a high-net-worth client bank to manager and should you wish a route to becoming a director in the short term. The Company The Independent Financial advisory firm based just outside London, in the Buckinghamshire area, have been providing holistic advice for over 30 years and specialise in providing advice to high-net-worth individuals. The advisers within the business are well supported, with paraplanning, and administration support to allow you to focus on your clients. The Role You will be handed over a sizeable client bank for you to look after and develop. You will use your skills to maintain these long-established clients, whilst being supported from a well-established team providing your back-office support, and over time you can develop the business further by taking on additional clients. The Benefits Competitive salary to be tailored to the individual.Excellent commission scheme.Modern office space.Paraplanning & Administration Support.Additional benefits to be tailored to the individual. If this interests you, then the next step is to apply. Just attach your CV along with your basic contact details, we’ll be in touch!

Basic Up to £70k + Package + Paraplanning + Full client portfolio with on-going advice fees due to retiring advisor Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from leads from the accountants. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial PlanningGenuine desire to provide a high standard of advice and service to clientsYou are engaging and can connect with a wide array of audiencesDetailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team. The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service existing clients to assist with the firms’ future development plans also.   Ideally but not essential, the successful candidate will be a Chartered Financial Planner. Having at least three years’ experience as a Financial Adviser working with HNW clients AND AS OUTLINED MINIMUM DIPLOMA QUALFIIED AS A FINANCIAL ADVISOR. They will be expected to have a comprehensive understanding of investments & pensions The candidate will be a HUGELY confident communicator, driven and self-motivated skilled FINANCIAL ADVISOR and able to demonstrate professionalism illustrating a strong understanding of the principles of risk, asset allocation and portfolio construction. They will be able to share their knowledge of the investment market with clients and our professional connections, acting as financial coach and building trust.  The company will provide the Paraplanning and Administrative support to the FINANCIAL ADVISOR WHO IS HUGELY SKILLED AND SUCCESSFUL.  SKILLS AND EXPERIENCE REQUIRED:- • Financial planning IFA experienced in pensions and investments including IHT Income TAX, CGT, Annual/Tapered Annual allowance & carry forward LSA and LSDBA etc, with minimum 3 years track record• A proactive approach to client care and organised, able to take ownership of their work and meet deadlines and targets• Able and willing to work with IT, including specialist industry software• Have a good understanding of regulation and legislation applicable to an advisory role• Experience in attracting and maintaining relationships with high-net-worth clients• Proven track record  as outlined with minimum 3 years and able to nurture existing and generate new professional connections• Enthusiasm, drive, determination and self-motivation to secure new business• A high level of confidence, presentation and interpersonal skills This role will also demand strong communication skills as the successful candidate will be required to deal with HNW individuals including company Directors, HR and Senior Management as well as professional connections. IF YOU ARE A SKILLED FINANCIAL ADVISOR IDEALLY CHARTERED LEVEL BUT MUST BE DIPLOMA QUALIFIED AND CAS STATUS, PLEASE APPLY FOR THIS GREAT ROLE.  THE ROLE OFFERS SALARY AND INCLUDED BENEFIT LINKED TO THE CLIENT TEAM.