Our client based in the City of London has recently gone to market in pursuit of an experienced Financial Planner who is now seeking the next chapter in their advisory career. On offer is the opportunity to take over a £13M AUM client bank.
This boutique advisory business is a forward thinking player and with healthy funding behind them, they are looking to expand over the next 12 months.
At present our client is seeking to recruit for a Financial Adviser to join the business, to take over an existing client bank of roughy £13M AUM which has been purchased from a recently retired IFA.
You will be providing advice to a HNW client bank with average funds in the region of £400,000 across pensions and investments.
This is an excellent opportunity to join a boutique advice firm in London who will offer excellent opportunities for personal development and high earnings potential.
On offer is a salary of up to £50,000 plus a generous bonus scheme and benefits.