HNW / Ultra HNW Independent Financial Advisor

We are pleased to be working with a well established and and award winning wealth management firm which, due to ongoing growth, currently seek an Independent Financial Advisor / IFA to provide expert advice to their HNW clients, primarily partners of leading Accountancy and Legal practices in the City.

Candidates will provide holistic financial planning to prospective and existing clients in a compliant manner. You will provide exceptional client service in order to ensure long term relationships with clients whilst adhering to the FCA principles of TCF. This role will be supported by our clients team of experienced and motivated Paraplanners / Support staff who will be amongst other duties be responsible for report writing.

We seek candidates who are qualified to Level 4 / Diploma as a minimum, and have strong technical knowledge to include investments, tax and pensions. You will have a proactive and mature work ethic enabling you to thrive in an environment which promotes autonomy. Candidates will ideally come from an independent environment, although candidates from a tied or private banking environment will also be strongly considered.

This is an exciting opportunity to join a highly credible organisation, with a prime office address, full support, market leading technology and the opportunity to maximise your earning potential!

Sector Financial Services
Region London
LocationCity of London
Job typePermanent

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