Independent Financial Advisor - £20 Million FUM Transferable Client Bank Available

Clark James
02 May 2017
02 Jun 2017
Contract Type
Full Time

A highly respected boutique and Chartered Wealth Manager is currently looking for an experienced and proven Independent Financial Advisor to join its successful team. It is looking to hire an Advisor who will provide whole of market financial advice to its existing key clients and high net worth individuals.

You will be provided with a £20 Million FUM client bank and on-going potential new business, alongside a number of other business streams to utilise.

You will have access to funds under management and pre-existing policies to pick up on immediately whilst being with clients face to face. Clients to be serviced are located from Dorset, Hampshire and in to London.

If you have existing clients and funds that are transferable, then they will be taken care of with a modern and comprehensive financial planning model, alongside a technical team of Paraplanners and an in-house compliance function.

You must have a high level of technical product knowledge and be Diploma level qualified. If you are studying towards Chartered status, this would be seen as advantageous. You will have knowledge of Investments, Pensions, and associated life and protection products and able to deal with HNW individuals. Just as importantly, you must be professional and credible, with proven relationship management skills.

This is genuinely one of the best opportunities in the Dorset area and one that will suit you if you are an Advisor at the top of your game and looking to work for a very prestigious company.

An excellent employed package, with high additional bonus potential and impressive benefits is on offer.

Please apply for an immediate response.