Private Banking IFA
Our clients are small boutique Private Bank based in London. Due to expansion they now require a Independent Financial Planner to join the existing small team in London.
The role will be to help develop new business opportunities externally from professional Introducers and provide Holistic Advise to HNW private clients.
Candidates must be financial Services diploma level four and have experience of working as an IFA with HNW private clients. Candidates must have extensive experience of successful new business development with professional Introducers and Private Clients and ideally some client following/revenue that will follow within the near future.
This is an excellent opportunity for an IFA to join a Private Banking organisation with a role that offers full admin and Paraplanning support. This would suit a polished and professional individual with excellent record of new business development.