Chartered Financial Planner
4 days ago
As a Financial Adviser have you been working in a structured environment where you don’t get the support you require as well as the opportunity to fully look after your client's pension and investment needs? We are working with a regional IFA practice whereyou will be dealing with High Net Worth andUltra High Net Worth Clients across the UK from their offices across London the home counties
You will be supported with a full back office Administration and Paraplanner team and have access to inhouse investment managers. You will be working with Partners in the firm to service and develop a client portfolio. The Wealth management proposition ispart of a wider offering including tax planning and accounting.Clients wealth ranges between £5Million and £20Million, this is an employed position.
Earning potential is unlimited and goes up to 40% of revenue generated.
To be considered you must be a Chartered Financial Advisor or be close to becoming Charted and have experience of dealing with the whole of market investment offerings.
If you have experience of whole are market but are working a currently a restricted environment our client will consider you.
You will need to have experience of dealing with this level of clients and their complex investment requirements.
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