Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
You will be qualified to Level 4 and be progressing toward Chartered Status.
This is an excellent opportunity to join a forward thinking firm and benefit from an established support mechanism which will allow you to deliver the best service to clients whilst maximising your own income potential.
Independent Financial Advisor, IFA, Wealth Management, Financial Planning
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