Elite Wealth Management Expert
7 days ago
This high-growth financial services firm has disrupted the Private Wealth Asset management space by harnessing technology and data in innovative ways. The company's entrepreneurial spirit has led to a significant expansion of their client base, and they are now seeking an experienced advisor to join their team.
The ideal candidate will be a well-rounded individual with a passion for re-inventing the wealth management industry. They should have a commercial yet consultative approach to clients, along with a deep understanding of sophisticated investment products across public and private markets. A strong knowledge of the UK UHNWI market is also essential.
As a key member of the team, this role will involve advising ultra-high-net-worth clients on all aspects of their financial lives, including implications for wrappers and interaction with investment management. The successful candidate will also contribute to the firm's approach to lifestyle financial planning and participate in broader firm-building initiatives.
The ideal skill set for this position would include:
- Extensive experience delivering financial advice to ultra-high-net-worth clients
- Demonstrated ability to build and maintain relationships with UHNW clients
- Proven experience providing financial advice to sophisticated (U)HNW clients, including investment advice across public and private markets
- Excellent technical knowledge of financial planning, including trusts, pensions, and intergenerational planning
- Experience of financial planning software
- Excellent communication skills
- Advanced Diploma or Chartered/Certified Financial Planner qualification
- Detailed technical understanding of cash flow based planning
- Inquisitive character with a demonstrated desire to continue learning and improving in relevant fields
The salary for this role is estimated to be around £80,000 - £120,000 per annum, depending on experience. This is a highly competitive offer that reflects the company's commitment to attracting top talent.
If you are a motivated and ambitious individual with a passion for wealth management, please apply for this exciting opportunity to join a dynamic and growing firm.
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