Due to continued success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract an articulate, motivated and ambitious Financial Advisor to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and estate planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Applications are invited from accomplished Financial Advisors who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status. You will be IT literate and have strong client management skills. You will currently be working within an IFA firm and have at least four years advisory experience.
This is an excellent opportunity to join a forward thinking firm and benefit from an established support mechanism which will allow you to deliver the best service to clients whilst maximising your own income potential.
Independent Financial Advisor, IFA, Wealth Management, Financial Planning
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