Our Client is a prestigious London based Wealth Management firm providing financial planning and wealth management advisory services to high net worth (HNW) individuals.
The Opportunity/The Role:
The opportunity has arisen due to the pending retirement of a Senior Partner who holds 'Chartered Financial Planner' status. Our client is looking for an experienced Wealth Management Consultant to help in the handover process of clients, ensuring a smooth and seamless transition takes place. It is envisaged that this will take a minimum of 6 months, during which time you will work closely with the outgoing Senior Partner on all client related matters. You will be responsible for building and developing trusted relationships with existing clients, whilst introducing new clients in accordance with agreed business plans. You will provide quality financial planning and wealth management services to clients, ensuring all advice is suitable and tailored to the client's needs and attitude to risk. Progression to Partner status is available.
The Package on offer includes:
- Basic Salary of £70,000
- Bonus scheme in line with business plan
- Generous Pension contribution
- Private Medical Insurance
- 35 days Annual Holiday
- Progression to Partner status available
To be considered for this role, you will :
- hold 'Chartered Financial Planner' status - this is due to the nature and complexity of the existing client base and ensures continuity for clients
- have the interpersonal skills and gravitas to interact comfortably with the client base, thus maintaining and developing long term relationships
- have a strong track record in fee generation
- be skilled in communicating complex and technical matters effectively
- be effective in building partnerships with colleagues for the benefit of clients and the business
- have a strong track record of adhering to all regulatory processes and guidelines
