HNW Financial Advisor

4 days ago


London, Greater London, United Kingdom Tate Recruitment Full time
About the Role

Tate Recruitment is seeking a highly skilled HNW Financial Advisor to join our team. As a key member of our wealth planning team, you will be responsible for creating and implementing bespoke financial plans for high net worth individuals and families.

Key Responsibilities
  • Develop and implement comprehensive financial plans for HNW clients.
  • Work closely with clients to understand their financial goals and objectives.
  • Research and analyse various investment options to provide expert advice.
  • Build strong relationships with clients, including regular communication and updates on their financial progress.
Requirements
  • Deep understanding of financial planning principles and best practices.
  • Technical knowledge of financial planning, complex investments, and custody services.
  • Experience with complex solutioning, including estate planning strategies and offshore structuring.
  • Familiarity with risk management programmes.
Salary and Benefits

The salary for this role is £45k-£50k per annum, plus a discretionary bonus and excellent benefits package.



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