Financial Advisor - Clients Provided

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An exciting opportunity has arisen with this expanding Financial Planning firm for an ambitious, positive and proactive Advisor to join their team in London. Working with an established and growing client portfolio, this role focuses on providing specialist advice to HNW professional clients. You will deliver a professional service to qualified clients to assess their situation and objectives and to explain the options in a clear manner. Your advice will cover all aspects of Investment, Pensions, Tax and Trust planning. You will provide an ongoing management service and conduct regular reviews to ensure that agreed objectives are met. You will benefit from dedicated support and an excellent Investment proposition.

Applications are invited from polished, articulate, graduate calibre individuals with a proven record in working with HNW clients and have an in depth understanding of current products and regulations and experience of dealing with complex issues. You will be progressing toward Chartered Status and be able to demonstrate a strong understanding of wider wealth management issues. You will be experienced in dealing with HNW clients are be able to demonstrate excellent technical and communication skills with the ability to manage a diverse caseload.

This role offers an unrivalled opportunity for a skilled professional to join a successful firm committed to excellence within Wealth Management and benefit from an excellent remuneration package and equity participation potential.

Investments, IHT, Pensions, Investment Management, Private Clients, SIPP, Financial Planning, Financial Advice, Wealth Management, IFA, Retirement Planning, London