Financial Advisor (High-End Boutique)
A High-End wealth management boutique with well performing funds is seeking a Financial Adviser as they continue their international expansion. Taking on a key role within the business you will be responsible for the hiring and training of two paraplanners and be well supported on your business development responsibilities.
- Providing advice on retirement issues to HNWI and UHNWIs whilst incorporating wider financial planning
- Generating new business leads and winning business for the group
- Training and development of more junior members in the team
- Ideally CFP level 6 or CFP level 4 with the completion of AF3 (CII)
- Eager to build and grow the role
- Personable and genuine, able to win new business and generate leads