Chartered Advisor

Accountancy Divisions Limited
City of London, London
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

FD/JW/19727 Chartered Advisor - (no clients needed)

City of London £70k and bonus

Our client is a very high profile Wealth Management firm with a network of offices throughout the UK. One of the Senior Partners is now looking to take a step away from his Advisory role and become more strategic in terms of driving the overall business forward.

As a result of this he is looking to pass over his client bank to an experienced Chartered Advisor. The client bank currently has in excess of £50m AUM, so the main emphasis of this role will be to build quality relationships with the existing clients over a period of time and manage their ongoing requirements.

This is very rare opportunity for someone to take over a highly profitable desk, with the added advantage of a competitive salary and bonus structure. If you are a technically competent Chartered Advisor with a broad range of product knowledge, then my client would like to hear from you. You will be initially working on half of the client bank to network through, then will be given the remaining half once you feel you are able to effectively manage it. The ideal candidate will be Chartered, although for a very experienced Advisor who is one exam off, our client could be flexible.