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SalaryMy client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional with investable assets of £1m+. The role offers excellent earning potential, and you will be 100% rewarded for your skills, expertise and client relationships.
They are looking for an experienced and entrepreneurial Financial Adviser (Level 4 qualified with CAS status) with at least 3 years’+ experience working as a Financial Adviser either within a boutique IFA or a larger wealth management business. If you would like to be part of a growing and dynamic boutique IFA and have access to their investment clients/network, alongside being given clients to manage from day 1, then our client would like to hear from you. Full Paraplanning/admin support is provided in-house.
Ideally, if you had clients that would move with you, our client will pay a very competitive multiple for them, alternatively if you are looking for a role that can give you clients and be topped up with quality warm leads, then this role would give you the best of both worlds. Our client will be happy to offer Equity and a Directorship if you are successful in this role, and this will also mean you taking an active part in the strategic direction of the business going forwards.
This is a great opportunity for a dynamic and forward-thinking Financial Planner who is looking to plan out a financially rewarding future with a Company that can support them in achieving their personal and career aspirations.
Please send your CV to Ursula Sloan.
