Our clients are a well established Financial Planning Practice with offices across the UK are now looking for top end Financial Planner/IFA dealing with HNW private clients based in the Essex area. This role will be home based.
The business has a fantastic book of HNW private clients who are all long term clients of the business. Due to expansion in the wealth management business they are now looking for an IFA to join the company.
The role will be to initially service existing HNW private clients of the business and provide them with holistic financial planning service and managing a profolio (Circa £40million FUM).
Candidates must have minimum Diploma level 4 in financial planning/working towards Chartered Status and competent adviser status. They must also have experience as an IFA or financial planner along with a strong track record. The role comes with full paraplannling and admin support.