Financial Advisor - Clients Provided
An exciting opportunity has arisen with this expanding Financial Planning firm for a positive and proactive Advisor to join their team in London.
Working with an established client portfolio, this role focuses on providing specialist advice to HNW clients who are approaching or at retirement. You will deliver a professional service to qualified clients to assess their situation and objectives and to explain the options in a clear manner. Your advice will cover all aspects of Pensions with addition insight into Investment, Tax and Trust planning. You will provide an ongoing management service and conduct regular reviews to ensure that agreed objectives are met.
The successful applicant will have a proven record in working with HNW clients and have an in depth understanding of current products and regulations and experience of dealing with complex issues. You will be progressing toward Chartered Status and be able to demonstrate a strong understanding of wider wealth management issues. You will be experienced in dealing with HNW clients are be able to demonstrate excellent technical and communication skills with the ability to manage a diverse caseload.
Applications for invited from polished, ambitious and well educated individuals who are looking to forge a lasting career within an ambitious organisation. You will receive dedicated support from Administration and Technical staff and be rewarded with an excellent remuneration package.
This role offers an unrivalled opportunity for a skilled professional to join a successful firm committed to excellence within Wealth Management.
Investments, IHT, Pensions, Pension Transfers, SIPP, Financial Planning, Financial Advice, Wealth Management, IFA, Retirement Planning, London