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. You will work closely with Professional Introducers and Connections to enhance your portfolio.
Applications are invited from accomplished Wealth Managers and IFA's who have a proven track record of providing holistic advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status. You will have an entrepreneurial approach whilst being focused on delivering the best outcomes for your clients. The firm offers an excellent remuneration package and long term exit strategies to maximise your earning potential.
This is an excellent opportunity to join a forward thinking firm and benefit from an established model to deliver a first class service to your clients. You will be rewarded with an excellent package and the ability to maximise your earning potential across your career.
Independent Financial Advisor, IFA, Wealth Management, Financial Planning, Chartered Financial Planner