Job Description
A great opportunity has arisen for an experienced Independent Financial Adviser to join a successful, ambitious Wealth Management Firm.
You will be working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients where daily duties will include;
* Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning.
* Develop business relationships with current HNW clients with complex arrangements.
* Tax-efficient cash flow strategies.
* Optimise Investments.
* Be responsible for growing your client bank with the support of a marketing and BDM team
I am seeking a candidate from a strong client facing Financial Planning background used to dealing with HNW and UHNW clients. You should be Chartered or working towards and having a client book to bring might be a positive too.
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