Job Information

Our Clients are recruiting for an Employed Financial Advisor who has experience of working with HNW clients to take 50-100 clients from one of the Senior partners due to work load. You may be just recently qualified as well. It is an existing client bank.

These clients are worth currently £25m FUM and each client has an Investment of approx £250K

There will be the opportunity to grow this client bank if the individual wishes to do so.

They ask you have a minimum of level 4 and happy to work towards Chartered.

This is a great opportunity for either an IFA or an indivual from a Banking back ground who is seeking perhaps to move out of the city, looking for longevity and potential Partner prospects.

Required skills

Look after existing Client of approx £25m FUM