Job Description
Financial Advisor – London International Wealth Manager
£salary subject to experience
London
A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of an experienced Wealth Manager / Financial Advisor.
As expert advisors to HNW private clients, families and trusts, they provide invaluable multi-jurisdictional solutions to complex financial arrangements, and pride themselves on their knowledge of global products and services available.
This role will involve providing whole of market advice to clients and helping them navigate the complexities of UK and International regulations surrounding Investment Management, Financial Planning and Tax.
Specifics of the role will involve –
• Meeting with clients to discuss financial circumstances, establish objectives and begin preparing appropriate plans.
• Conduct extensive research and analysis to provide the client with suitable solutions and investment strategies.
• Walk the client through complex information, ensuring they have a full understanding of propositions and can see the benefits enabling them to make informed decisions.
• Work closely with internal technical support teams to ensure they understand y...