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In the UK, our client is a well-known brand in the private client wealth management industry. In the ten years that we have worked with them, they have expanded both naturally and through acquisitions, hiring personnel at all company levels. They recently came to us to ask for our assistance in finding a financial adviser who could take over a client book worth about £30 million in AUM from a recent acquisition. You will be giving these clients and their families comprehensive financial advice in this primarily service-oriented position.
They are looking for someone that prides themselves on the quality of service they provide and the depth of relationship that they can build with clients. The focus for the first year in this role is to introduce yourself to all the clients and start to build an in depth understanding of their aspirations and long-term financial plans. You will ideally have 3 plus years of experience of providing Financial Advice around Investments, Pensions and Protection and are now looking to build on this knowledge. They will provide a structured and tailored program to cover any gaps in technical skills and knowledge, along with providing study support if you wish to gain your Chartered status, although there is no requirement to do so.
If you are looking for a Financial Adviser role that is more focused on the quality of the service that is provided and less on sales and KPI targets, then this would be an excellent move for you. Please send your cv to Samantha at Financial Divisions.
