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Financial Planner - HNW Clients

Posted 12 January by Exchange Street Financial Services Easy Apply Ended

Our client, the premier client division of one of the country’s leading wealth management business is currently looking to recruit an experienced consultant to take over an existing client portfolio. The role is primarily office based and offers and attractive basic salary of up to £48,000, comprehensive benefits package and bonus.

The incumbent will inherit a client portfolio of high value individuals who are typically approaching retirement with investment sizes between £150,000 and £200,000, although a number of cases are much higher (up to c£500,000). In addition to servicing existing clients, consultants are also expected to possess a strong commercial focus and identify new business when opportunities arise. The support on offer is first class, with one dedicated technical support consultant shared between two advisers.

Successful applicants will have a good understanding of investment management, tax mitigation (e.g. IHT planning, trust work etc) pensions and protection planning along with a demonstrable track record of performance against target. In addition, current FCA authorisation for regulated financial planning is essential alongside a Level 4 qualification and Statement of Professional Standing.

For further information regarding this exciting vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor at Exchange Street or apply here.

Required skills

  • Financial Planning
  • Investment
  • Pensions
  • Protection
  • High Net Worth Individuals

Reference: 30905618

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