A highly reputable, leading firm, and independent provider of wealth management, accounting, business advisory services currently require an experienced minimum Diploma Level 4 qualified INDEPENDENT FINANCIAL ADVISOR to join its team in and manage an existing book of HNW (£5m+) and UHNW (£20m+) clients whilst developing new business

Financial Planner, salary from £70,000, comprehensive benefits, clients, and bonus

Vacancy Description

It is now looking to add an experienced Consultant into our Financial Planning team who will play a key role in continuing to develop the department and grow our portfolio of valued clients.

It is an award-winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.

The Financial Planner Role…

  • To provide holistic advice to internal and external clients, being a good networker and business developer as well as a possible specialist Adviser, our ideal candidate will have dealt extensively with both private and corporate clients.
  • You will be a self-starter with strong commercial acumen who can demonstrate dependability and subject matter expertise in a timely manner throughout business development activity, whilst meeting all compliance and regulatory benchmarks.
  • In addition, you will be a natural collaborator who continually looks for a competitive and professional advantage whilst displaying a highly professional degree of communication with colleagues.
  • With a wealth of specialist knowledge, the right candidate for us will maintain a statement of Professional Standing and is willing to share and collaborate with others as well as anticipating trends and expectations.

IFA Essentials

  • Min of 5 years’ experience dealing with HNW (£5m) and UHNW (£20m+) individuals
  • IFA Background
  • Chartered status of working towards. Must be L4 Diploma as min
  • Understanding of a broad range of investments
  • Confidence and gravitas (not salesy!) in discussing large range of investments
  • Committed to relationships, long-term client service

Candidate info:

  • Not required to come with a book of clients
  • Will sit alongside our tax planning services – tapping into existing portfolios
  • ESG focus in investments
  • Team of paraplanners. Existing team of 8 FAs and 6 Investment managers
  • Regular 121s and meetings
  • Progression opportunities – Associate Director/ Ops Committee
  • Pathway to Partner for the right candidates

Financial Advisor Benefits:

  • 26 days holiday
  • 5% matched pension
  • Life Assurance (4 x basic salary)
  • Single PMI
  • Car Allowance (if applicable)
  • Annual Bonus Scheme
  • Wellbeing benefits
  • Funding available for training

Tagged as: Accounting/Financial/Insurance


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