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Job Location | London, South East England |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are lookingto grow their team as a result. Recent hires include talent from top tier Institutional, as well as Private Client, firms. More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competitionin what is a crowded market. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated investors. They are looking for a well-rounded candidate who can look after a significant numberof clients immediately. They are looking to hire an exceptional financial planner with a strong interest in re-inventing the wealth management industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking forsomeone who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products along with having a deep understanding of the UK UHNWI market. As with any role with a small, growing firm, this positionwill be broad in scope and there will be significant chances to take on responsibilities. Some key aspects of this role will include: Be the Lead Adviser to a number of High Net Worth and Ultra High Net Worth Clients Advise on all aspects of the Clients FinancialLife Plan and implications for wrappers and interaction with investment management Contribute to firms approach to lifestyle financial planning Be part of broader firm building initiatives Whilst our client is prioritising the person over the CV, the idealskill set would look like the following: At least 5 years of experience in providing financial planning advice to sophisticated high net worth private clients Demonstrated ability to build and maintain a substantial High Net Worth and Ultra High Net worthclient base Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning Experience of financial planning software Excellent communication skills essential Advanced Diploma (or be within one exam of it) or Chartered/CertifiedFinancial Planner (Level 6/7) Detailed technical understanding of cash flow based planning Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields Strongly motivated, sets demanding standards of personal excellenceEnjoys diving deep into the technology development process and seeks to streamline workflows Independent thinker Non-hierarchical and ego-free Due to demand we are advertising this role anonymously. If you would prefer to speak to someone before submittinga CV, please send a blank application to the role and someone will be in touch to discuss. We can only respond to highly qualified candidates.