Chartered Financial Planner - Employed

Chartered Financial Planner - City of London, London

Ref: 661Friday 13 May 2022

£60,000 - £130,000

As a Financial Adviser have you been working in a structured environment where you don’t get the support you require as well as the opportunity to fully look after your clients pension and investment needs? We are working with a regional IFA practice where you will be dealing with High Net Worth and  Ultra High Net Worth Clients across the UK from their offices across London the home counties

You will be supported with a full back office Administration and Paraplanner team and have access to in-house Investment Managers. You will be working with Partners in the firm to service and develop a client portfolio. The Wealth management proposition is part of a wider offering including tax planning and accounting.   

Clients wealth ranges between £5Million and £20Million.

Earning potential is unlimited and goes up to 40% of revenue generated, this is an employed position. 

To be considered you must be Chartered Financial Advisor or be close to becoming Charted and have experience of dealing with whole of market investment offerings.

If you have experience of whole of the market but are currently working in a restricted environment our client will consider you.  

You will need to have experience of dealing with this level of clients and their complex investment requirements.

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