Private Client Financial Adviser

Berkshire

Ref. No 3996

Private Client Financial Adviser Berkshire / City Neg + benefits and bonus

My client is an established Independent Financial Adviser providing a range of fee based financial and tax advisory services. They are looking for an additional adviser to work in the company’s private client group advising HNW individuals on investment and financial planning.

They are looking for an individual to achieve new business target while providing quality advice and service to private clients and assist in the implementation of the company’s WRAP investment platform. You will offer clients a highly professional and compliant service, working closely with the Chairman to develop and manage an innovative and clear investment strategy to recommend to private clients.

You must be FPC and ideally AFPC or equivalently qualified and be used to advising individual clients on their personal financial planning to a high level. You will also be a practicing IFA with PFP experience and posses excellent inter-personal skills. You must also be able to proactively market business and have a degree of client following.

Ref: 3996

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