UHNW Client Advisor
4 weeks ago
Your Key Responsibilities:
- Take ownership of an existing book of clients and build strong relationships with ultra-high-net-worth (UHNW) clients.
- Work closely with our Partners to develop business growth strategies.
What You Need:
- 5+ years of experience as a financial planner.
- Ability to build trust with UHNW clients and understand their complex financial needs.
- Strong communication and interpersonal skills.
Our Benefits Package:
- A competitive salary: £90,000 - £100,000 per annum.
- A flexible working environment that allows you to work from home or our Stafford office.
- Ongoing training and development opportunities to help you grow in your career.
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