Our client is a leading Financial Services organisation, specialising in providing complex Financial Planning and Investment Management service to HNW and UHNW private clients, Charities and Families.
Due to an internal promotion, an excellent opportunity has arisen for an experienced Financial Planner to join the team in the London office at Partner level. Ideally, you will have a background in a Private Bank, Family office or Fund Manager, with experience of dealing with U/HNW clients.
There is active client bank that will be provided, although it is highly desirable that you have a client following to take across, for which you will be very well rewarded. The ideal candidate will be qualified to Chartered status, but Diploma qualified candidates will also be considered.
You should have at least 10 years experience, with an in depth knowledge across all aspects relevant to financial planning for HNW clients, as well as possessing strong people management and business development skills.