Independent Financial Advisor

3 weeks ago

Greater London, United Kingdom Redstone Search Group Full time

Join a rapidly growing, UK-based Multi-Family Office that is actively seeking independent Financial Advisors. If you're tired of the corporate grind and discretionary-led bonuses, this could be your chance to explore a new path and tailor your career to fit your busy personal schedule.


Key Responsibilities / Tasks

  • Develop personalised financial plans encompassing investment strategies, retirement planning, tax planning, and estate planning.
  • Oversee the management of clients' investment portfolios, ensuring alignment with their financial objectives and risk profiles.
  • Ensure adherence to all relevant regulations and compliance standards in financial advisory services.
  • Identify and pursue opportunities to expand the client base through networking, referrals, and other business development strategies.
  • Role reports into the Partners of the Firm


Key Qualifications / Experience

  • You are currently managing a portfolio of U/HNW investors who are interested in the IFA set-up.
  • RDR level 4 regulated at minimum - Relevant industry certifications (e.g., Certified Financial Planner) are a plus.
  • Experience working within a Wealth Management firm or Private Bank is highly desirable
  • Understanding of non-investment wealth solutions such as inheritance planning, tax, offshore bonds is highly desirable
  • Located in the UK (the position can be fully remote if required)

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