My client is the UK’s largest independent private client investment management companies, who have a very large client base, significant assets and plenty of opportunities due to growth and expansion.
They are currently seeking Employed IFA’S across a number of their offices in the UK to deliver appropriate levels of information and advice at all times to Ultra High net worth clients. You will be responsible to the divisional director for developing existing client contacts and attracting new business.
To be considered for this role, you will have;
A minimum of 5 years as a CF30 qualified advisor with experience in the high net worth client arena.
You will have experience of dealing with professional connections within an IFA, Wealth management or stockbroking background
You will have systems experience in 1st software and advantage and pension transfer systems.
As well as the necessary qualifications, you will also have the ability to work independently and problem solve on a range of situations, have successful project management, planning and organisational skills, effective communication skills with ability to liaise at senior levels, strong analytical skills, ability to adapt quickly to change, be results and outcome focused with natural negotiation and persuasion, have an attention to detail and accuracy and flexible approach to work.
In return, my client is offering a market leading numeration package depending on skills and experience, to be discussed on an individual basis as well as quality support in building your AUM and opportunity to earn OTE of £150k plus.
reed.co.uk - 12 months ago