Financial Service Strategist

1 month ago


London, Greater London, United Kingdom Auxeris Full time £140,000
Unlock Your Potential as a Financial Service Strategist

We are seeking an experienced Financial Advisor / Financial Planner to join our award-winning Asset and Wealth Management advisory company, Auxeris. As a Financial Service Strategist, you will have the opportunity to work with a forward-thinking organization that is constantly developing innovative strategies to deliver exceptional results.

Key Responsibilities:

  • Manage high-net-worth individual (U/HNWI) clients and their complex portfolios
  • Develop and implement investment strategies that meet diverse client requirements
  • Stay up-to-date with tax laws and regulations, ensuring compliance and risk management
  • Mentor and integrate with colleagues from diverse backgrounds
  • Contribute to operational development planning to steer the direction of the business

Requirements:

  • Current experience managing U/HNWI clients and their high-valued portfolios
  • Sound technical ability across multiple funds, securities, and investment instruments
  • Strong leadership, business, and commercial acumen
  • Flexible remote/hybrid working arrangement

What We Offer:

  • Base salary to be discussed, OTE £140k+ depending on performance
  • Full benefits and bonus structure will be discussed at interview stage

We are committed to creating a diverse, inclusive, and supportive work environment. If you are a motivated and experienced Financial Advisor / Financial Planner looking for a new challenge, please apply.


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