A specialist Wealth manager is currently seeking an experienced and entrepreneurial Chartered Financial Planner to join their team in London.
The role will be to provide independent holistic financial planning advice to a warm client bank of UHNW clients. You will be expected to develop relationships with associated professional introducers in order to develop new business opportunities as required.
The role would suit an individual from a Wealth or Private banking background as they will possess the UHNW client exposure.
You will have full admin support and be assisted and expected to develop new revenue streams as required, although there are existing relationships in place to hit the ground running.
Chartered status is a minimum requirement, along with a demonstrable track record in fee based advice. This is an excellent opportunity to join a forward thinking and expanding company where the rewards are excellent. A rare opportunity to secure a leads provided role with fantastic earning potential.