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Wealth Manager/IFA - Private Clients - City, London, United Kingdom, EC1A2


Are you an accomplished Chartered Wealth Manager and Financial Planner with a proven track record of providing fee based holistic advice to HNW Private Clients? Are you looking for a successful firm with an established client portfolio? If the answer to these questions is yes, a new opportunity exists to further your career within this innovative and ambitious firm.

Your role will be to manage and develop a portfolio of clients, providing a first class wealth management service to HNW clients. You will focus on delivering holistic advice, aided by skilled technical and administrative support. You will also look to enhance the reputation and standing of the firm by actively contributing to initiatives to increase business levels, quality and professionalism

The successful applicant will have achieved Chartered Status and have a proven record of success in delivering holistic wealth management solutions to HNW Private Clients. You will be able to manage an existing portfolio as well as being able to generate new business opportunities. You will be an accomplished networker with the ability to promote your interests internally and externally. In addition, you must have a strong understanding of Compliance, TCF and FCA rules and regulations.

This is an excellent opportunity for a positive and proactive individual seeking to further their career and develop their leadership skills whilst maintaining advisory responsibilities.

Wealth Manager, Wealth Management, Financial Planning, HNW Private Clients, Chartered Financial Planner

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