Chartered Financial Adviser, London. Salary, benefits and uncapped bonus on initial fees.
We are partnering with a Chartered financial planning firm based in London, to recruit an experienced Chartered Financial Adviser. This is a well-regarded practice with a strong reputation for delivering high-quality, holistic financial planning to a discerning, mid to high-net-worth client base.
Rather than a cold start, the successful candidate will be handed an established client bank of 40–50 clients, c£45m AUM, giving you an immediate platform to build from. Beyond this foundation, there is real scope for further growth through networking and a steady flow of warm leads provided by the business.
The role:
*Provide holistic, whole of market, independent financial advice to an established client base
*Manage and develop long-term client relationships, delivering ongoing advice and annual reviews
*Advise across pensions, investments, protection, estate planning and tax planning
*Grow your client bank through networking and warm introducer leads
To apply:
*Chartered Financial Planner status (essential)
*Proven experience advising HNW clients with £1m+ in investable assets
*Strong technical knowledge across pensions, investments, protection and tax planning
*A track record of building and retaining long-term client relationships
*Excellent interpersonal and communication skills, with the ability to manage a high-quality client base independently
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.