FINANCIAL ADVISOR

A new vacancy has arisen for an Advisor to join a long established, leading Wealth Management Company that specialises in the Professional Practice Market. The Practice has the enviable position of having a high proportion of new business being introduced via their trusted network of respected Legal and Accountancy Professionals.

You will benefit from an active Client Base, Professional Practice Leads, Estate Preservation Leads, New Enquiries, Internet Leads and a Business Development Manager that will support you to develop a presence in the Professional Practice Sector. Whilst an established client bank will be provided it is expected that as a successful adviser you will have some clients that will follow, however, not essential.

You will be responsible for maintaining effective client relationships to provide excellent client service and quality advice. You will provide clients with bespoke solutions in line with their objectives and risk profile. You will work exclusively on a fee basis to deliver and exceed agreed levels of client service.

Applicants applying for this vacancy must have a proven track record as an IFA or HNW Bancassurer, demonstrate a willingness to develop business as well as progressing leads generated. You will also have the ability to implement a wide range of bespoke financial planning strategies for private clients, often working in conjunction with their other professional advisers. Chartered or working towards Chartered is preferred with Diploma as a minimum standard and you must have your Statement of Professional Standing (SPS). The ability to deal with complex and challenging Ultra High Net Worth clients is also a prerequisite.

Market Leading Employed and Self-Employed packages tailored to individual requirements are on offer with exceptional levels of back office support.