Financial Adviser HNW - Client Book Provided

Posted 1 May by Clark James Recruitment Easy Apply

A highly respected Independent Financial Practice is currently looking for an experienced and proven Independent Financial Advisor to join its successful team in the City.

It is looking for an Adviser who will provide whole of market financial advice to its existing key clients and high net worth individuals.

You will be provided with a client bank and on-going potential new business, alongside a number of other business streams to utilise.

On this basis you will have access to funds under management and pre-existing policies to pick up on immediately whilst being with clients face to face.

If you have existing clients and funds that are transferable, which of course is advantageous, then they will be taken care of with a modern and comprehensive financial planning model, alongside a technical team of Paraplanners and an in-house compliance function.

You must have a high level of technical product knowledge and be Diploma level qualified. If you are studying towards Chartered status, this would be seen as advantageous. You will have knowledge of Investments, Pensions, and associated life and protection products and able to deal with HNW individuals. Just as importantly, you must be professional and credible, with proven relationship management skills.

This is genuinely one of the best opportunities in London and one that will suit you if you are an Advisor at the top of your game and looking to work for a very prestigious company.

An excellent employed package, with high additional bonus potential and impressive benefits is on offer.

Please apply for an immediate response. Please call 01702-841085 or 07484-929297

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Required skills

  • Independent Financial Advice
  • IFA

Reference: 35036908

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