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Senior Wealth Adviser

Greater London
To c£120,000 + bonus + new business bonus + benefits
Financial Services
Financial Planner
You've got options. Financial planners like you always will.

You're well qualified. You have strong client relationships. You have a proven track record.

Everyone will want a piece of you.

But if you're a top adviser dealing with wealthy clients (£1m+) everyone won't do.

You need a firm that has specialises in HNW clients. You need a firm that allows for the fact your clients have footprints in more than one country. You need the proper financial rewards.
You need a business like this one.
This boutique IFA holds Chartered status. It was set up to focus on clients with an average of £2.5m invested with the firm and has its own in-house investment team. It gets referrals from fiduciary businesses in the Channel Islands. It has a dedicated BDM bringing in significant fee income. Sure you'll be great at new business, but you won't be doing it alone.

Your salary will be up to c£120,000 (negotiable). You'll have the support of an administrator and paraplanner. You'll have a share option scheme.
And in a small but ambitious outfit like this, you'll have a level of autonomy and freedom that you might be lacking at present.
Given their Chartered status those at or near to Level 6 will be of interest. You'll need to have strong client relationships too. Support is on hand to develop your portfolio but you'll have the means to bring in £20m AUM. The firm will then ensure that £20m grows and grows and grows.
These are big demands. But the firm has the financial backing to significantly grow the business so needs those planners who can make a swift impact.
They need someone like you.
You might not have an up-to-date CV. If not just send us a way of contacting you and we can take it from there.