International insurance brokerage with a large UK presence has recently set up a wealth management offering to advise personal and corporate clients. They now require 3 senior individuals to work in the City office and develop referrals internally and advise wealthy individuals and SMEs/FTSE firms as necessary. You must have experience of business development and a proven record of producing both high quality and high levels of fee business
Our client is one of the UK’s leading Investment Management firms with c£10bn under management combined with a fantastic offering in the wealth management arena. As part of a continued expansion plan they now require a senior wealth manager in London to work with the IMs and advise wealthy individuals on all areas on a fee basis. You must have experience of working with professional introducers and ideally a record of success in a similar arena
An excellent opportunity now exists for an accomplished Private Client IFA to work within this wealth management boutique and inherit a substantial client base comprising HNW/UHNW Private Clients. You should be CFP/Chartered qualified and be able to offer a background of providing fee advice to a wealthy client audience. Since you are servicing an existing portfolio you are not required to transfer any clients or funds to this role
Well-established boutique wealth manager with an outstanding financial planning division are now in need of an experienced IFA for their London operation. Your role will be to build and expand on their existing HNW client contacts, liaise with their professional introducers and develop further business via client contacts and marketing. You will be an accomplished IFA with a proven track record and relevant professional qualifications
An exceptional opportunity now exists within this medium sized Accountancy practice for a senior individual to work closely with the partners of the practice. You will ensure that a level of trust is maintained in order to refer business to you and provide high quality advice to the wealthy clients that are referred. You must have a strong sales record and ideally have experience of working with professional introducers. London based
A renowned name in Private Banking are now looking for an individual to join their London HNW team. Ideally from a private banking background, you will have had experience with HNW/UHNW individuals as well as having provided advice to UK res/non dom clients. An excellent track record of securing new investment business is essential as well as having advised on the full suite of products provided by a private bank. Excellent opportunity for six figure earnings.
This Private Client Wealth Manager with links to a leading boutique Asset Manager requires a major player in the financial planning sector to work in tandem with their London-based Investment Managers, advising their multi-millionaire clientele. It is essential that you are of the highest calibre to deal with the levels of client wealth, strong personalities and often complex financial nature of the client’s affairs. As such you must have an exceptional track record of business production within the wealth sector, high levels of technical ability and solid organisation skills. For the right individual a market-leading package, including equity, will be offered with unlimited scope for bonus.
This London based wealth management boutique looks after wealthy clients from the Sports & Media sectors referred from an impressive list of major Accountant & Legal introducers. With a turnover of £3-4 million per annum and FUM in excess of £300M, they are seeking to drive the business forward with the recruitment of at least one more key, senior business writer. This is an opportunity for an established HNW consultant, possible running his/her own business or with the ability to bring clients/trail from current employer to buy into a fully established and high-profile business with a clear exit strategy.
Our client is an integrated financial services group offering a full range of investment services including wealth management, asset management and corporate finance. They are now looking to recruit an adviser to develop the wealth management proposition in London. Initially, you will forge relationships internally in order to generate referrals and then promote the firm to third parties including solicitors and accountants. Short listed candidates will have a track record this work either currently or recently
Our client is a leading private bank with a global brand. They are now looking to develop a new investment division in London whereby specialist ICs work alongside Senior Private Bankers and advise their clients as necessary All work is on a fee basis (candidates should have experience of this) and referred internally. Candidates will ideally be carrying out a similar role at present. IMC preferred
Our client is a Boutique Wealth Manager based in central London with a history of providing fee based financial planning advice to wealthy individuals for 30 years. Most of this business is referred from private banks, law firms and accountants and as such is both high quality and high value business. They now require a senior individual to assume responsibility of the sales function and work with the MD in developing more introducer relationships. Experience in both of these areas is absolutely essential
Our client is a top 20 national accountancy practice in the UK that has grown their Wealth Management division considerably over the past 5 years. Most recently they have invested heavily in their asset allocation models and their ‘Private Banking’ offering which is unique amongst its competitors. A senior opening now exists in London to work closely with the Tax & Audit Partners West End, advising the HNWIs as necessary.
Our client is boutique Wealth Management Group based in the City, offering fee-based wealth, tax and discretionary investment planning services to an exclusively wealthy client base. Their structure is very much based on a Private Banking model and they are now seeking a senior consultant to work in conjunction with one of the two main Principals of the business advising their wealthy clients. You will be expected to have an exceptional grasp of often complex financial planning matters coupled with a strong sales record
Well established investment management business with £300m under management now requires an additional consultant to promote this offering to HNWIs. Typical investments are in the region of £750,000 and will include pension portfolios, corporate investment accounts, charities and family trusts. Leads are provided by an in-house marketing strategy so time is spent with clients not finding them
A well-established Actuarial & Benefits Consultancy with an expanding personal financial planning division requires an experienced IFA for their London operation. Your role will be to build and expand on their existing HNW client contacts by working with their in-house Actuaries and in addition develop new business through their marketing, technical and brand support. You must be an accomplished IFA at present with the relevant professional qualifications
Our client is a well-established, fee-based discretionary fund management & HNW holistic IFA business with significant professional practice contacts, primarily in London. They are entering the next phase of expansion and require a further Client Director to work alongside the Managing Director in developing their extensive list of introducers for the purpose of generating new funds under management. You must have a high profile track record in this regard and experience of working with professional introducers
An exceptional opportunity now exists within this medium sized Tax Consultancy. Your role will be to advise wealthy clients that are referred in-house and service the strong relationships that the firm has with other top 20 professional practices. You must have a strong sales record, be a Chartered Planner (or progression towards) and be able to work comfortably with introducers. London based.
Established Wealth Management Firm requires an additional fee based consultant The firm has a large wealthy client portfolio and relationships with several professional introducers including law firms, private banks and accountants. As such, candidates should be familiar in working within this arena. Ideally DipFS qualified you will offer holistic advice to existing clients and develop new business as necessary. London based.
National IFA with fantastic connections in the professional practice market now requires a senior individual to service an existing client portfolio as well as manage a professional introducer relationship. This would suit an experienced general practitioner who is familiar in dealing with all aspects of pensions, investments and IHT planning. London based
Our client is a London based wealth management firm that manages £1 billion of client money and advises on a further £2 billion. Typically, clients are six figure earners with seven figure portfolios. The fee based wealth management arm is now looking to add to its small team and as such requires one more senior consultant this year. You must be AFPC qualified (preferably CFP) and have experience of working to a fee model. Short listed candidates will have experience of providing of providing holistic advice to the wealthy over 5 years.
Our client is a well-established Investment Management firm based that provides a wide range of wealth management services to wealthy individuals and Institutions. They now require a senior consultant to advise HNW individuals, Pension Funds and Charities on direct equity investments as well as pension, trust and investment advice. Candidates must have a proven track record in sales and a genuine interest in the investment market. London based
Our client is large Asset Management firm with c£1 billion in AUM and offices nationwide. In line with expansion plans it now requires 2 additional Wealth Managers in London to advise existing clients. Initially, you will develop relationships internally with the Asset Managers and then in turn advise these clients on all areas of pension, investments and IHT planning. You should be AFPC qualified with a record of advising on a fee basis
Our client is a high profile Stockbroking/Investment Management firm. Their London practice, managing in excess of £1 billion of Private Client funds, is seeking a financial planner with particular expertise in tax advice to work in partnership with their Investment Managers and their Private Clients. This is a new offering within the practice and, as such, is an exciting opportunity to build a hugely profitable and successful franchise within such a well-known operation. You must be AFPC qualified (preferably CFP, with CTA, STEP or ATT qualifications advantageous) and have experience of working to a fee model.
Our client is a Top 30 National Accountancy & Business Services Group with a highly successful wealth management offering. This division is now lloking to expand in London and they are looking to recruit of a proven senior wealth manager. You will leverage business opportunities from their tax and audit partners and in turn advice HNWIs and SMEs as necessary. It is essential that you can offer experience of working within a professional practice as well as relevant professional qualifications. London based
Our client is an impressive, London-based Wealth Management Boutique, already with almost £1 billion in Private Client assets under management and a hugely talented and proven team of both asset gatherers and Wealth Planners. The Wealth Planning team now seek a senior technical resource to assist them, on such complex matters as EBTs, SIPP Wrappers, Offshore Bonds and other alternative investment schemes. You must have experience of supporting senior advisers in these product matters with the appropriate high-level qualifications to match (AFPC, CFP, IMC)
This is a fantastic opportunity for experienced individuals working within private banking to join a newly established wealth management firm in the City. Essentially, the role involves promoting tax and wealth management solutions to six and seven figure income earners. You will then attract additional AUM that will be managed in-house on a multi-asset basis. You must be able to market to UHNW individuals and provide evidence of attracting funds over a 3 year period. Equity participation is available from day one.
Our client is an AIM-listed, Top 15 National Accountancy & Business Services Group with a highly successful Financial Management business turning over £7.5 million. This unit has within it an established Employee Benefits service, which they are seeking to expand with the recruitment of a proven business developer. You will leverage new business opportunities from their extensive national network as well as via your own sources (with support from their marketing). You should be minimum G60 qualified and with a demonstrable track record of business development within this sector.
Following expansion plans this well established Stockbroker requires a number senior individuals to advise its clients on all areas of financial planning and asset management. Ideally, you will be an AFPC qualified ‘general practitioner’ with c8+ years industry experience in advising private clients and be able to provide evidence of developing relationships with professional introducers or similar. London based
Established Wealth Management Firm requires an additional fee based consultant The firm has a large wealthy client portfolio and relationships with several professional introducers including law firms, private banks and accountants. As such, candidates should be familiar in working within this arena. Ideally AFPC qualified you will offer holistic advice to existing clients and develop new business as necessary. London based.
National IFA with fantastic connections in the professional practice market now requires a senior individual to service an existing client portfolio as well as manage the professional introducer relationship. This would suit an experienced general practitioner who is familiar in dealing with all aspects of pensions, investments and IHT planning. London based. AFPC required
An excellent position exists for a private banker to join one of the few names unscathed by recent events. With a presence in the UK and international market you will develop an existing client book and grow this as necessary through pro-active business development. Supported by a strong brand, sophisticated product range and open architecture culture you will advise those typically with £1m+ of investable assets. A solid record of success in this arena is essential. London based
A excellent opportunity now exists in London within this major national accountancy business for a Senior IFA to advise wealthy clients of the Practice. You must have a strong track record in HNW sales, proven business development and retention skills, excellent relationship management ability and sound technical knowledge. You should consider yourself to be innovative and proactive with a professional approach. AFPC essential.
This niche investment management firm based in central London has now built up an enviable reputation for attracting private clients monies and managing this in-house on a discretionary and advisory basis. They now require a senior consultant IFA to assist the current team in advising these clients on a fee basis on all areas as necessary. It is essential that you are AFPC qualified, have over 5 years experience in this market and have a proven ability to work with internal and external introducers
This leading wealth management firm based in London is now seeking a highly experienced consultant with a specialism in Pensions Divorce advice. Working within their highly successful financial planning team you will be responsible for all such business derived from their long-standing professional introducers. It is essential that you are comfortable working with legal introducers and that you have the necessary high levels of technical qualification. The firm is a genuine meritocracy with every opportunity for Associate Directorship and Directorship based on your value to the business.
This leading independent insurance broker and employee benefits consultancy requires an experienced personal financial planning consultant to work in tandem with their other London-based Group subsidiaries, advising their HNW clientele. It is essential that you are able to deal with the levels of client wealth, strong personalities and often complex financial nature of the clients affairs, coupled with excellent internal networking abilities to develop all potential introducers to their maximum. You must be able to demonstrate these positive attributes and business production successes at interview..
This well established and highly profitable wealth IFA with major professional practice & Investment Manager introducers is seeking at least one more London-based Senior Financial Planner establish further profitable relationships within these connections. This business is exceptionally well placed in the current conditions to consolidate and grow due to the exclusively HNW nature of their business relationships. This is an exceptional opportunity and you must demonstrate a track record of working very successfully with professional introducers and/or asset managers along with high levels of technical qualifications (AFPC, CFP, IMC). In addition to an excellent basic there is uncapped bonus and share options potential.
International consultancy firm has an excellent opportunity for an outstanding adviser to join their existing team of specialist consultants in London. The firm offers holistic and niche financial planning advice exclusively to wealthy Executives that are referred by other divisions of the group and as such you will be advising a captive client base. You should be of graduate calibre with above average technical ability and be familiar in working on a time-costed basis. This is an exceptional opportunity with no need to bring any client bank. AFPC essential. There is also an opening for a Junior Consultant to work with a senior Director
This ambitious, profitable IFA practice seeks two further Independent Financial Advisors to complement their existing team of consultants and advise clients referred by professional introducers. You will also be tasked with developing further new business enquiries as necessary. You must be a successful IFA in your own right, preferably with the AFPC qualification and be able to work well in a team. Vacancies exist in London and Essex
Top 15 accountancy practice requires an additional consultant to work alongside their Partners in its London office. You will develop relationships internally with Tax and Audit colleagues and in turn advise their clients. You should be working within a professional practice at present or at the very least have experience of working with introducers. AFPC essential
Leading investment management firm with offices nationwide and a hugely successful wealth management offering now requires a Wealth Manager to work from its offices in the City. Essentially, the role involves working with the Investment Managers and advising these referred clients on all areas but focussing on IHT and investment planning. Clients in the main are wealthy, financially aware and at times demanding – so candidates need to be comfortable with this type of individual
Established Private Bank requires an additional fee based consultant in London. The firm has a large wealthy client portfolio and relationships with several professional introducers and as such candidates should be familiar with working within this arena. You must be AFPC qualified and be able to offer holistic advice to a wealthy audience and develop new business as necessary.
Expanding private client brokerage (established 1994) requires a senior consultant to join an experienced team and help provide fee based advice to wealthy individuals as necessary. Clients are, in the main, referred from introducers (banks, lawyers, VC firms and investment managers) that the firm has relationships with as well as a large active client audience grown through referrals, recommendations and marketing. You should be AFPC qualified with 5+ years experience in a similar field. There is also a requirement for a junior consultant to work with a senior Director and develop their career over time. City based
International Private Bank requires an additional consultant to advise wealthy individuals with seven figure pension and investment portfolios. You should be familiar providing bespoke wealth management solutions and be able to cross sell banking services as necessary. You will be supported by experienced in-house professionals so that your time is spent ‘client facing’. Candidates must be comfortable working within a private banking infrastructure, be able to provide evidence of attracting in excess of £10 million in AUM annually and producing fees in excess of £200,000 per annum in fees. London based
Top 5 Accountancy Firm requires an individual to undertake robust analysis leading to well founded recommendations for their Wealth Advisory proposition in terms of traditional asset classes; hedge funds/private equity; emerging/minority asset classes; strategic & tactical asset allocation and portfolio optimisation and rebalancing. You will identify appropriate generic products (tax wrappers/structures; risk management; tax jurisdiction and charges) and you will lead the research function (collectives, direct investments and retirement products). Advanced qualifications in Investments and Financial Planning essential. London based
This impressive niche financial management firm has recently undergone an MBO leading to new and significant opportunities in London for highly qualified and successful financial planners with specific experience of working with Partners of major Legal and Accountancy firms and Investment Managers. Working from prestigious offices you will build lasting relationships with Tax & Audit Partners and Investment Managers of prominent London firms and advise their wealthy Private Clients accordingly. Experience of advising millionaire clients preferred.
Wealth management boutique with impressive backing from a leading Global Private Bank is now developing it’s Business Development team and requires a further Broker Consultant to market their Discretionary proposition to third party introducers (IFAs, Solicitors, Accountants) with the aim of gathering net new stockbroking assets/Funds Under Management. You will be marketing a leading proposition with an impressive support team and high achievers will be offered a hugely attractive bonus package and equity. London based
Our client is a wealth management firm that manages £1 billion of client money and advises on a further £2 billion. Typically clients are six figure income earners with portfolios of c£1 million. The fee based wealth management arm is now looking to add to its small team and as such requires 2 further advisers this year. You must be AFPC qualified (preferably CFP) and ideally have experience of working on a fee bases. Short listed candidates will have a track record of providing advice to the wealthy over at least 5 years. London based
International HR consultancy with a small wealth management offering is now looking to add to its London team. You will work with an existing portfolio of wealthy company executives (typically six figure earners) and advise them on all areas of pension, investment and IHT planning as necessary on a fee basis. You must have experience of advising demanding HNW individuals and possess the relevant professional qualifications
Niche boutique wealth management firm is now looking to promote further its bespoke tax products and services to City clients. Currently they advise those with in excess of £1 million and who earn over £250,000 and now wish to grow this extensive client base further. You must have experience of developing relationships with the wealthy and then advising as necessary. If preferred, the role could be tailored so that you concentrate purely on client acquisition with client advice carried out by another senior individual. London based
Medium sized private bank with a small but hugely successful fee based financial services operation now requires an experienced consultant to work with retained clients and advise on all areas of holistic advice. Ideally, you should be currently carrying out a similar role at present and be familiar with pre/post retirement counselling, mid-career financial planning and advice to senior Directors. Experience of fee-based work would be a distinct advantage. London based
Leading investment management firm with offices nationwide and a small but hugely successful wealth management offering now requires 3 Wealth Managers to work from its offices in the City. Essentially, the role involves working with the Investment Managers and advising these referred clients on all areas but focussing on IHT and investment planning. Clients in the main are wealthy, financially aware and at times demanding – so candidates need to be familiar with this type of individual
International investment management firm with a London base in WC1 requires 2 additional individuals to join their existing team of successful Wealth Managers. The role requires you to follow up leads referred internally and develop further business from additional marketing support. Advice, in the main, is investment led so a sound understanding of this area is essential. This is an extremely lucrative role with genuine earnings in excess of £130,000 per annum
Medium sized boutique wealth manager based in the City requires 2 Client Advisers to advise an existing portfolio of wealthy City Lawyers. This portfolio is in place and as such requires a Chartered Planner (or progression with) to service the financial requirements of a wealthy audience. You must be degree educated and able to explain complex financial solutions in a clear, simple and concise manner. Evidence of producing in excess of £200,000 fee income per annum is preferable
This leading boutique Private Client Asset Manager requires a major player to work in tandem with their London-based Investment Managers, advising their multi-millionaire clientele. You must be familiar in dealing with high levels of client wealth and the complex financial nature of these individuals. As such you must have an exceptional track record of business production within the wealth sector, high levels of technical ability, good organisation skills and a strong personal presence. For the right individual a market-leading package will be offered (including equity) with unlimited scope for bonus.
Leading accountancy group has an already hugely successful wealth management division and in recent years has grown dramatically. With a new asset allocation strategy in place which has proved hugely successful, they are now seeking a further key appointment to compliment their management team. Working closely with the Investment Director, the role will involve advising the most wealthy and valuable clients within the Group. Since the firm operates on a fee basis and you will be expected to build annual recurring income and long-term embedded value. High levels of technical ability and a proven fee-production pedigree are essential. London based
This leading independent Investment & Wealth Manager has in excess of £12 billion of funds under management and is now seeking a further key fee-producing member at Board Director level within their wealth team. You will be tasked with taking the wealth management proposition to the professional introducer market with a view to establishing relationships with the major legal, accountancy, corporate finance and VC firms in the UK and attracting significant funds under management. London based