Are you a highly experienced Chartered Financial Advisor seeking an opportunity to join a well-respected Chartered business?
You will benefit from inheriting a diverse, HNW client bank and should look to grow this organically through referrals and introductions.
Most of the clients are still in accumulation phase with a healthy average holding of c£500,000+. The clients include generational wealth and self-made high net worth individuals. As their Financial Advisor you will work closely with your clients to understand their current and future aspirations and build bespoke plans to meet their needs.
The inherited client bank will be based across North London, Hertfordshire and Cambridgeshire, therefore we are seeking an individual able to comfortably cover this area.
You will receive full administrative and paraplanning support enabling you to focus on building strong relationships with your clients and provide excellent service to gain referrals.
As part of their next phase of growth, they are looking to recruit an established Advisor to join the business.
Chartered Financial Advisor Requirements
- You should be a Chartered Financial Advisor with strong financial planning experience.
- You should have experience dealing with HNW and UHNW Clients with generational wealth.
- You should be confident at building rapport and gravitas with Clients.
Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to
Chartered Financial Advisor Benefits
- Salary of £80,000 - £100,000 subject to experience and qualifications plus bonus
- Plus 4x DIS, Long term sickness cover, 5% matched pension contribution and Bupa private Healthcare.
- Remote based role with travel to meet the needs of your clients and business
Locations
North London / Hertfordshire / Cambridgeshire