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Job Requirements of Director - Independent Financial Advisor:
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Employment Type:
Full-Time
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Experience:
7 years
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Location:
London, Greater London (Onsite)
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Director - Independent Financial Advisor
What are we looking for in our Director - Independent Financial Advisor ?
Location: London
Hybrid working: 2-3 days per week in the office
Role Overview
This is a truly great opportunity for an experienced Independent Financial Adviser to join our successful and highly skilled London Team, working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients.
You will help to develop business relationships with current HNW clients with complex arrangements. You will also be responsible for growing your client bank with the support of a marketing and BDM team.
Responsibilities
- Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning including carry forward, lifetime allowance (LTA) planning & drawdown advice, along with Inheritance Tax and Estate Planning.
- Tax-efficient cash flow strategies using cash-flow analyses.
- Optimise Investments – Reviewing suitability of investment wrappers and investment providers.
- Provide advice to clients predominately face to face or via videocall.
- A team player who works towards achieving both team and personal Key performance Indicators.
- Will deliver a quality service to client ensuring that updates are regularly provided to client.
Experience:
- Seeking a candidate from a strong client facing, Financial Planning background
- Minimum of 7 years’ experience in Financial Planning
- Used to dealing with complex transactions and Ultra High Net Worth clients
- A Pension Transfer Specialist would be beneficial but not essential
- Should be Chartered or working towards
- Own client book to bring would be useful where possible
- Book size they take on will depend on their experience/skillset
- Ongoing fees are expected to be in excess of £350k
Rate/Salary: 120000