Employed Chartered Financial Planner / IFA, City of London, Top Role!

Top employed role for successful IFA with this leading financial services firm in the heart of the City of London. Our client, an Independent Financial Adviser and a leading Wealth Management firm located in the heart of the City of London, has returned to the marketplace to recruit a high calibre Wealth Manager (IFA). Due to exceptional growth and ambitious growth plans, the organisation wants to add another Chartered Financial Planner to serve/provide holistic financial planning advice and a wealth management service to an expanding directory of HNW individuals.

The firm’s proposition is strong and reflects an advisory house of a ‘New Model Adviser’, where the advice process is provided in-house, on a fee only basis and a WRAP platform is used. All employees are salaried and as a directly authorized firm the regulatory compliance function/reporting is the responsibility of the company. The firm’s clients are primarily high-end bankers and lawyers. Administrative and Paraplanning support is provided.

Important pre-requisites for applicants:

o Strong inter-personal and relationship development skills
o Sufficient gravitas in providing holistic advice to discerning and astute HNWI’s
o Possess good management foresight and ability
o Have an entrepreneurial spirit and be a team player

Candidates must be Chartered (preferably IFA’s) and experienced at working with HNWI’s with a demonstrable and proven track record on meeting KPI’s. Although, clients are provided, you will be required to help the company expand its client-base and assets under management, as well as working alongside in-house introducers.

To apply for this fantastic opportunity, please click here.

Employed IFA or Chartered Financial Planner with leading Financial Services firm, City of London

Employed IFA position with this leading financial services firm in the heart of the City of London. Our client, an Independent Financial Adviser and a leading Wealth Management firm located in the heart of the City of London, has returned to the marketplace to recruit a high calibre Wealth Manager (IFA). Due to exceptional growth and ambitious growth plans, the organisation wants to add another Chartered Financial Planner to serve/provide holistic financial planning advice and a wealth management service to an expanding directory of HNW individuals.

The firm’s proposition is strong and reflects an advisory house of a ‘New Model Adviser’, where the advice process is provided in-house, on a fee only basis and a WRAP platform is used. All employees are salaried and as a directly authorized firm the regulatory compliance function/reporting is the responsibility of the company. The firm’s clients are primarily high-end bankers and lawyers. Administrative and Paraplanning support is provided.

Important pre-requisites for applicants:

o Strong inter-personal and relationship development skills
o Sufficient gravitas in providing holistic advice to discerning and astute HNWI’s
o Possess good management foresight and ability
o Have an entrepreneurial spirit and be a team player

Candidates must be Chartered (preferably IFA’s) and experienced at working with HNWI’s with a demonstrable and proven track record on meeting KPI’s. Although, clients are provided, you will be required to help the company expand its client-base and assets under management, as well as working alongside in-house introducers.

Who should apply: Chartered advisers either IFA or Multi-Tied, also those individuals with a transferable client-base are urged to apply.

To apply for this fantastic opportunity please click here.

International Wealth Adviser, London

International Wealth Adviser job opportunity, London. Do you have the people skills and experience to work with international high net worth clients, both face to face and on the phone? Do you want to work for the wealth division of one of the world’s leading international banks?

If you are and you have reached the top of the bancassurance tree and have a track record of success with a major UK bancassurer, then this could be the next move for you. Not only will you be dealing with high net worth clients from all over the world and working from highly prestigious offices, but you will have the opportunity for future foreign travel.

Our client is one of the Uk’s biggest banking names with a highly successful international division looking after resident non dom clients as well as client s all over the world. You will enjoy an excellent basic salary and unlimited bonus potential as well as exceptional opportunities to develop your career in a number of directions both in the UK and abroad.

To apply for this fantastic opportunity, please click here.

Financial Adviser, London, Niche Market

Financial adviser vacancy with a major financial services organisation in London. Our client has an enviable market position in which they have become the market leading financial advisers of choice to one of the country’s largest group of professionals.

Working from home with access to both existing clients and company generated leads you will not only benefit from a high basic salary ad package but also excellent bonus potential.

To secure this role you will be an experienced, CAS status financial adviser with an excellent sales track record and have made some progress towards level 4 diploma status.

To apply for this position, please click here.

Employed IFA, London

Employed IFA job vacancy, London. Our client is one of the UKs leading fee based IFA businesses with an enviable reputation for leading the way for new model advice and client remuneration. Due to the success of their model and acquisitions they are now looking for further experienced IFAs to join their business to both look after existing clients and also generate further new business through connections and networking.

To secure such a sought after role you will be an experienced successful IFA with an excellent track record, preferably Diploma status and committed to achieving chartered level, and have some understanding of fee based practices.

To apply this this exciting role please click here.