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Assistant Financial Advisor - London International Wealth Manager
£salary subject to experience (region of £45-60K basic)
London
A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of an Assistant Financial Advisor. This role would suit experienced Paraplanners or Financial Advisors at the beginning of their Advisory career who are looking for a long term career opportunity.
As expert advisors to HNW private clients, families and trusts, they provide invaluable multi-jurisdictional solutions to complex financial arrangements, and pride themselves on their knowledge of global products and services available. This role will involve developing the skills and knowledge to provide whole of market advice to clients and helping them navigate the complexities of UK and International regulations surrounding Investment Management, Financial Planning and Tax.
Specifics of the role will involve -
• Meeting with clients to discuss financial circumstances, establish objectives and begin preparing appropriate plans.
• Conduct extensive research and analysis to provide the client with suitable solutions and investment strategies.
• Walk the client through complex information, ensuring they have a full understanding of propositions and can see the benefits enabling them to make informed decisions.
• Work closely with internal technical support teams to ensure they understand your clients’ requirements and can assist with support, client management and sourcing suitable solutions.
• Liaise with third party providers, regulators and external advisors as required.
• Work closely with the client’s other professional advisors (accountants, lawyers etc)
• Ensure you are constantly updating your knowledge to remain at the forefront of the industry. Be aware of legislative / regulatory changes that may affect your clients.
To apply for this role, you must hold a minimum of Level 4 Diploma or equivalent. Knowledge of HNW clients, international arrangements would be advantageous however they have an open mind to the right person.
The company has the capacity to provide a portfolio of clients but are equally happy to meet candidates who enjoy developing new client relationships. With further expansion planned this is an exciting time to join and provides the company with a degree of flexibility in hiring.
For more information, please contact Richard Garbett.
