Financial Service Strategist
1 month ago
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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