Chartered Financial Planner – manage client off highest billing adviser Remote role – come to London office perhaps once a week after training
£60k - £70k basic salary plus bonuses and benefits
£London Offices with hybrid working
Working with HNW & UHNW clients
They have an excellent reputation providing very solid financial advice to HNW & UHNW clients on a whole of market basis and benefitted from a very low staff turnover as a result of the time and effort they put into resourcing their staff with all
The Managing Director is seeking to recruit a brand-new Chartered Adviser who can support a high billing adviser who deals with close to £150m AUM. The adviser is onboarding very substantial new AUM each year and needs to recruit to help him manage his client bank. The role will be remote. The expectation is for you to come to the office in Central London (City) possibly once a week, perhaps a bit more to begin with for onboarding and becoming established in the business. The guidance and mentorship from the high billing adviser will be a very key part of the role for the right person who aspires to push forward their advising career.
You will be Chartered as a minimum, have experience working with HNW clients, and worked on a wide range of advice but BPR, IHT and investment bonds in particular. The MD is looking to offer £60k - £70k basic salary with an attractive benefits package and OTE of £100k within 3 years and up to £150k in 5 years. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.