Asset Performance Advisor

2 weeks ago

London, United Kingdom undisclosed Full time

We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low ego.
This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are looking to grow their team as a result. Recent hires include talent from top tier Institutional, as well as Private Client, firms. They are looking for a well-rounded candidate who can look after a significant number of clients immediately. They are looking for someone who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products along with having a deep understanding of the UK UHNWI market.

Be the Lead Adviser to a number of High Net Worth and Ultra High Net Worth Clients
Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management
Contribute to firm’s approach to lifestyle financial planning
Be part of broader firm building initiatives

At least 5 years of experience in providing investment advice to sophisticated high net worth private clients
Demonstrated ability to build and maintain a substantial High Net Worth and Ultra High Net worth client base
Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning
Experience of financial planning software
Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner (Level 6/7)
Detailed technical understanding of cash flow based planning
Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields

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