Hnw Financial Adviser/Financial Planner

Position: HNW Financial Adviser/Financial Planner

Market focus: UK Clients

Location: United Kingdom

Remuneration: Base salary (subject to business plan + seniority) + Discretionary Bonus

Client Overview:

The client in question is a boutique independent wealth management firm headquartered in London. They have a significant presence in the region, offering innovative and tailored investment solutions. Adhering to a philosophy of independent and entrepreneurial thinking, they provide a more personalized approach for their clients.

Having an established presence all over the UK and an exceptional track record, they have successfully introduced a ground-breaking financial services model within the region. Having acquired over 10 IFA’s since opening almost 3 years ago with an AUM of circa £2bln they are a boutique independent Wealth Management firm with over 20 advisors looking to grow out their UK arm.

Job Overview:

This is an interesting opportunity to join a hungry and motivated team with the opportunity to work remotely in the UK. We are looking for experienced and highly motivated Financial Advisers/Planners dealing with HNW/UHNW UK based clients.

Mandatory requirements expected from a UHNW Experienced Financial Advisers/Planners:

• Bring in a solid Business Plan for the first 2 to 3 years with a strong network of HNW clients.
• Chartered Financial Planner
• Responsible for acquiring and managing new HNW clients in your market niche.
• Maintaining constant communication with clients over the market situation and its opportunities.
• Deliver a high quality and personalized service for the clients using the full range of services our client provides.

For anymore more information please email your CV to [email protected], apply directly or message me.