Chartered Financial Adviser

  • Location

    City of London, London

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £60000 - £100000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2664_1605524427

  • Published:

    2 months ago

  • Expiry date:

    2020-12-16

  • Consultant:

    #

Our client is a UHNW Wealth Management business with offices in London & Hong Kong, they specialise in providing Wealth Management advice to clients in London and ex-pat's based in China. This firm is highly regarded and have won numerous awards in the industry.

This reputable Wealth Management business has recently started their search for a new Chartered Financial Planner to join the organisation. They are seeking an experienced individual who is professional & forward thinking and has five plus years experience at advisory level. The successful candidate should be well versed dealing with HNW clients and be looking to work for a high calibre organisation.

Main job functions within the role;

  • Developing a client base and acting as the main point of contact, focusing on individuals with typically in excess of £1m of investable assets.
  • Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets, with support from the Technical Team.
  • Contributing to the continued improvement of the client experience and the firm's knowledge base.
  • The successful candidate will be a Chartered Adviser, with a minimum of five years' experience of dealing with complex planning situations and able to demonstrate their proven ability to generate new business through their own networks.

On offer is the opportunity to work for one of London's leading boutique HNW advisory businesses.

Package; to £100,000 plus Bonus & Benefits