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UHNW Financial Advisor

CV-Library

Posted on Oct 22, 2021 by CV-Library

London, United Kingdom
Accountancy
Immediate Start
£55k - £60k Annual
Full-Time
Well established, extremely reputable Advisory firm is looking for a UHNW Adviser to take over a client portfolio dealing with IHT, Personal & Business Protection and International Insurance. The company has built a reputation for combining excellent advice with a commitment to exceptional customer service.

Job Description:

* Working alongside a Director who will be stepping away from managing an impressive portfolio of clients, predominantly land/estate owners including titled individuals

* Offering complex planning solutions

* Liaising with law firms with new business referrals

* Networking and building upon current client portfolio

Person Specification:

* You should be an experienced Advisor of Diploma or Chartered status

* Comfortable liaising with HNW and UHNW clients

* Technically astute in the areas of business that this firm specialises in; IHT, personal & business protection

* Excellent communicator

* An ambitious individual looking for a long-term career opportunity and enhanced earning potential

Additional Information:

* London based

* Monday – Friday, 9-5.30pm

* Salary: £60,000 + discretionary bonus

The opportunity to become a partner (with future earning potential of £(Apply online only)k

Reference: 214979136

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