Independent Financial Adviser - U/HNW Clients
Recruit UK are actively working on a unique opportunity with a renowned investment management company.
They manage the assets of Trusts, Charities and Private client wealth with c£30bn under management. They have offices located in various UK locations and are looking to expand their financial planning team in Bristol with a highly experienced Independent Financial Adviser.
Ideally Chartered or close to obtaining, the ideal candidate will be technically adept with a good understanding of IHT, CGT and Pensions. Strong communication skills are essential as is the ability to work with 3rd parties to get the right client outcome.
You must be of a high calibre, well presented, articulate and capable of meeting the needs of U/HNW clients. Those who have a client following will be welcomed.
Our client is offering a basic salary £100k plus discretionary bonus and an extensive benefits package.
They have an in-house development team who are settled and knowledgeable, and a dedicated paraplanning and administration team, so you can be safe in the knowledge that you will receive a high standard of support to be able to concentrate on servicing your clients.
To have a confidential discussion about this new role, please contact John Anderson at Recruit UK on 01179-450-450 and quote reference 2330.