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Job Description

Are you a dynamic and ambitious accomplished Independent Financial Advisor/Chartered Financial Planner with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? If the answer to these questions is yes, we would like to speak to you.

Our client is an innovative and expanding Wealth Management firm who are seeking to enhance their offering to HNW Clients. Based in Central London, they focus on delivering Wealth Management services to sophisticated Clients covering the full spectrum of Financial Planning tools. Your role will be to manage an existing portfolio of clients and develop new business opportunities through referrals and networking. In addition, you will have the opportunity to play a major part in this growth and provide ideas and guidance on the future direction of the business including marketing and business development initiatives as well as mentoring other members of staff including Advisors. You will benefit from full administrative, technical, Paraplanning, marketing and compliance support to enable you to deliver first class advice and service to Clients.

You will be tasked with providing a full range of financial planning advice and further developing the size of the portfolio. In addition you will be able to utilise the wide ranging Investment Management model which offers solutions to a wide range of client requirements.

The successful applicant will be a skilled and entrepreneurial IFA who has a proven track record in holistic Financial Planning gained within an independent environment. You will have achieved Chartered Status and be able to demonstrate in depth technical skills covering Retirement, Investment, Estate and Tax Planning.

This is an excellent opportunity to join an ambitious firm where you can help mould the business for future success.

Wealth Management, Wealth Manager, IFA, Private Bank, Pensions, Investments, Estate Planning, IHT

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