An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London.
In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000.
This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.
Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial planning and investment management service to high net-worth individuals, charities, and trusts.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
My client is a Chartered independent wealth planning firm in Central London who provide comprehensive financial advice to high-net-worth (HNW) retirees, accumulators, local families, and SME owners across London and the Southeast.
Managing the affairs of 1000 clients with assets ranging from £100k to £5m, they offer expert advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business), and esoteric schemes like VCT and EIS.
Vacancy - £45k - £55k, Chartered IFA Firm - Central London
My client is an Independent Chartered IFA who due to organic growth, now require a diploma qualified Senior Paraplanner to work alongside a director of the business.
You must be technically competent across various products such as pensions, protection, investments, IHT, Estate planning and ideally Chartered or working towards this.
Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
My Client, an award-winning North London Financial Advisory firm, takes pride in providing a comprehensive financial planning service to both Private Clients and Corporates supported by a truly professional team.
Plus Bonus, study, career development
Additional to providing investment, pension and protection planning they offer a discretionary investment management service to their clients.