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Wealth Management Consultant/IFA

Job LocationLondon
EducationNot Mentioned
Salary£70,000 - £80,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you an accomplished Wealth Manager with experience of delivering holistic Financial Planning solutions to HNW Clients Are you seeking a new environment where professionalism and Client Service are paramount Are you looking for a company that can offeryou introductions to enable you to build your portfolio If the answer to these questions is yes, we would like to speak to you.Our client is an innovative and expanding Wealth Management firm who are seeking to increase their offering to HNW Clients. They focus on delivering Wealth Management services to sophisticated Clients covering the full spectrum of Financial Planning tools.Your role will be to play a major part in this growth and provide ideas and guidance on the future direction of the business. You will benefit from full administrative, technical, Paraplanning, marketing and compliance support to enable you to deliver firstclass advice and service to Clients.The successful applicant will be a skilled Wealth Manager who has a proven track record in holistic Financial Planning gained within a Wealth Management Firm, IFA or Private Bank. You will have achieved Chartered Status and be able to demonstrate in depthtechnical skills covering Retirement, Investment, Estate and Tax Planning.This is an excellent opportunity to join an ambitious firm where you can help mould the business for future success.Wealth Management, Wealth Manager, IFA, Private Bank, Pensions, Investments, Estate Planning, IHTBy applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our websiteRequired skills

  • Estate Planning
  • Financial Planning
  • Investments
  • Wealth Management
  • Wealth Management Services

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