Chartered Financial Advisor

Are you a highly experienced Chartered Financial
Advisor seeking an opportunity to join a well-respected Chartered business?

You will benefit from inheriting a diverse, HNW client
bank and should look to grow this organically through referrals and
introductions.

Most of the clients are still in accumulation phase
with a healthy average holding of c£500,000+. The clients include generational
wealth and self-made high net worth individuals. As their Financial Advisor you
will work closely with your clients to understand their current and future
aspirations and build bespoke plans to meet their needs.

The inherited client bank will be based across
North London, Hertfordshire and Cambridgeshire, therefore we are seeking an
individual able to comfortably cover this area.

You will receive full administrative and paraplanning
support enabling you to focus on building strong relationships with your
clients and provide excellent service to gain referrals.

As part of their next phase of growth, they are
looking to recruit an established Advisor to join the business.

Chartered Financial Advisor Requirements 

• You should be a Chartered Financial Advisor with strong financial
  planning experience.
• You should have experience dealing with HNW and UHNW Clients with
  generational wealth.
• You should be confident at building rapport and gravitas with
  Clients.

Company

Our client has been established for over 40 years,
providing Wealth Management, Financial Planning and DFM services to c600
clients. They have £400m FuM and have plans to continue growing.

Chartered Financial Advisor Benefits

• Salary of £80,000 – £100,000 subject to experience and
  qualifications plus bonus
• Plus 4x
  DIS, Long term sickness cover, 5% matched pension contribution and Bupa
  private Healthcare.
• Remote based role with travel to meet the needs of your clients and
  business

Locations

North London / Hertfordshire / Cambridgeshire

Call us
now on 0208 0044 154 or click Apply

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