Financial Adviser - UHNW Client base
£85,000 plus bonus
Are you a Chartered Financial Planner with a strong track record working with HNW clients? Have you dealt with clients in the UHNW bracket?
Financial Divisions are representing one of London’s highest level Wealth Management firms seeking to add an experienced and well qualified Financial Adviser to their divisions on an employed basis. The firm offer a strong flow of HNW & UHNW client leads and represent some of the UK’s wealthiest and prestigious individuals. The firm promote a high end 'boutique’ environment with very much a tailored approach in their client services. As Financial Adviser you will work on a holistic basis across all types of wealth services including pensions, investments, IHT and estate planning.
As Financial Adviser you will ideally be Chartered or working towards Chartered status and will be able to demonstrate a strong track record of client services and fee generation and building up a strong client bank. Ideally you will have a portable client bank to bring with you to the role, although our client will endeavour to assist work round any restrictions imposed on clients banks you may have.