Partner - Wealth Manager / Financial Advisor

Selby Jennings
London, UK
Closing date
11 Feb 2021

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Contract Type

Job Details

The Partner will:
  • Provide financial and investment advice to deliver a solution in the best interests of the customer.
  • Build their own practice while remaining truly supported to succeed.
  • Builds effective relationships with internal/external stakeholders
  • Take a holistic view of your finances and work with you to fully understand your financial aspirations
  • Introduces clients to investment independent strategies and works with clients to develop a bespoke financial plan using appropriate guidance tools depending on specific requirements.

Key Qualification/Experience
  • Experience working within Wealth Management or an investment firm.
  • Experience in managing a client portfolio of at least £20m.
  • The ability to acquire new business and also work with a transferable book of clients
  • Must be RDR/CISI/IAD Level 4 Minimum
  • Chartered Financial Planner is preferable.

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