Are you a skilled and ambitious Financial Planner who is frustrated in your current role? Are you looking for an environment where you can fully utilise your skills and expertise whilst benefitting from a regular influx of HNW clients? If the answer to these questions is yes, we would like to hear from you.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status. You will have experience gained within an independent or tied environment but you must be comfortable dealing with HNW and sophisticated clients.
This is an excellent opportunity to join a forward thinking firm and benefit from an established portfolio of clients.
Independent Financial Advisor, IFA, Wealth Management, Financial Planning