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Independent Financial Adviser - managed HNW & UHNW clients - Central London/Green Park offices

Financial Divisions
Posted 2 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role is for an Independent Financial Adviser with 2-3 years of experience required.
  • The basic salary ranges from £70k to £80k, supplemented by an attractive bonus and benefits package.
  • The position is based in Mayfair/Green Park, Central London, focusing on managing an existing book of business worth approximately £200m AUM.
  • Advisers will work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing holistic advice to families, retirees, and City professionals.
  • The company offers flexibility in working arrangements and provides dedicated administrative and paraplanning support.

Independent Financial Adviser2 - 3 years of experienced required£70k - £80k basic salary plus attractive bonus and benefits packageOffice in Mayfair/Green Park (Central London)Working with HNW & UHNW clientsA key client of mine who I have placed 2 staff with in the past are looking for a Financial Adviser to manage a portion of their existing book of business which is c.£200m AUM with an average client holding £1m of assets. They provide holistic advice to large generational families, retirees and some City professionals and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. Their average client has £1m to invest but they do look after some clients with £5m+.This role will be suitable for a Financial Planner with 2 - 3 years of advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. They are seeking someone who can grow into the business for the long term and is in the early stages of their advising career but is ready to take a step up. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. The role would offer lots of flexibility to work from home and manage your own affairs. You will have dedicated administration and paraplanning support.

  • £60k - £80k basic salary
  • Manage existing clients (£500k - £1m on average)
  • London based families, retirees and City professionals
  • Hybrid working and attractive benefits package

Would this be of interest at all? get in touch with Peter at Financial Divisions

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.