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HNW / Ultra HNW Independent Financial Advisor jobs in London City Of London


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HNW / Ultra HNW Independent Financial Advisor

london city of london

We are d to be working with a well established and and award and prize winning wealth management firm which, due to ongoing growth, currently seek an Independent Financial Advisor / I F A to provide expert advice to their HNW clients, primarily partners of important 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 FC A principles of TC F. This vacancy will be supported by The potential employers team of experienced and motivated Paraplanners / Support staff who will be amongst other duties be responsible for report writing. We seek job seekers 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 job seekers from a tied or private banking environment will also be strongly considered. This is an exciting and demanding opportunity to be working with a very credible organisation with a prime office address, full support, market important technology and the opportunity to maximise your earning potential

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