Independent Financial Advisor

3 weeks ago


London Area, United Kingdom Russell Tobin Full time

Location: London

Hybrid working: 2-3 days per week in the office


Role Overview


Russell Tobin have partnered with a leading, global Investment Management business in finding them a Financial Planning Director. This is the perfect opportunity for an experienced Independent Financial Adviser to join this client's successful and highly skilled London Team, working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients.

You will help to develop business relationships with current HNW clients with complex arrangements. You will also be responsible for growing your client bank with the support of a marketing and BDM team.


Responsibilities

  • Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning including carry forward, lifetime allowance (LTA) planning & drawdown advice, along with Inheritance Tax and Estate Planning.
  • Tax-efficient cash flow strategies using cash-flow analyses.
  • Optimise Investments – Reviewing suitability of investment wrappers and investment providers.
  • Provide advice to clients predominately face to face or via videocall.
  • A team player who works towards achieving both team and personal Key performance Indicators.
  • Will deliver a quality service to client ensuring that updates are regularly provided to client.


Experience:

  • Seeking a candidate from a strong client facing, Financial Planning background
  • Minimum of 7 years’ experience in Financial Planning
  • Used to dealing with complex transactions and Ultra High Net Worth clients
  • A Pension Transfer Specialist would be beneficial but not essential
  • Should be Chartered or working towards
  • Own client book to bring would be useful where possible
  • Book size they take on will depend on their experience/skillset
  • Ongoing fees are expected to be in excess of £350k



  • London, Greater London, United Kingdom Brevere Group Full time

    Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across...


  • 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. Increase your chances of reaching the interview stage by reading the...


  • London, United Kingdom Redstone Search Group Full time

    Job DescriptionJoin 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 / TasksDevelop personalised financial...


  • 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...


  • London, United Kingdom Redstone Search Group Full time

    Job Description 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...


  • London, United Kingdom Redstone Search Group Full time

    Job Description 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...

  • Financial Advisor

    18 hours ago


    London, United Kingdom Quilter Financial Planning Full time

    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...


  • London, United Kingdom Redstone Search Group Full time

    Job Description 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...


  • London, United Kingdom Heat Recruitment Ltd Full time

    Location: St Albans, Hertfordshire Type: Self-employed About the business This position is with a fully independent financial advisory firm based in St Albans. They have a team of 10 across the advising, paraplanning and administration departments. They believe that the way we work sets them apart. They take a personal approach to financial...

  • Financial Advisor

    1 month ago


    London, United Kingdom Quilter Financial Advisers Full time

    Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...

  • Financial Adviser

    4 weeks ago


    London, United Kingdom Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Surrey, British Columbia time type Full time posted on Posted 18 Days Ago job requisition id JR00034432 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their...

  • Financial Advisor

    4 weeks ago


    Greater London, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

  • Financial Advisor

    1 month ago


    Greater London, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

  • Financial Advisor

    7 days ago


    London, United Kingdom Gcbrecruitment Full time

    Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Home-based position with the option...