Vacancies

Chartered Planner - Private Bank

Global Private Bank with a small, niche Financial Planning team requires a further experienced consultant to assist in working alongside the Private Bankers, providing holistic wealth planning advice with a particular emphasis on tax planning and structuring (VCT, EIS, BPRA etc). Chartered status preferred (inc. G60 or equivalent) and desirable to have ATT and/or CTA qualifications.

to £85,000

Additional Information

Compensation range:

Position location: London

Position type: Chartered Planner - Private Bank

Work permit required: Yes

Financial Planner - Private Bank

Boutique West End bank requires an addtional Consultant to manage a portfolio of existing clients.  Work is varies but incudes IHT and Investment advice.  As well, there are several professional introducer relationships in place, so experience in this arena would be useful

to £80,000

Additional Information

Compensation range: to £80,000

Position location: London

Position type: Wealth Manager - Private Bank

Work permit required: Yes

Fee Based Planner - Investment Management Firm

Prominent national Investment Manager is seeking a number of experienced, fee-based Chartered Financial Planners to work closely with the Investment Managers throughout the UK, and their HNW Private Clients. By assisting the IM’s in advising the clients on holistic planning and wealth structuring, the aim is to help grow new AUM that would otherwise not have been developed.

to £80,000

Additional Information

Compensation range:

Position location: London

Position type: Fee Based Planner - IM Firm

Work permit required: Yes

Private Client Director

International asset management business requires 2 additional Directors to advise HNW clients.  Business is referred through internal leads, so the focus is on developing and servicng relationships with clients and not finding them. Significant six figure earnings potential

to £90,000

Additional Information

Compensation range: to £90,000

Position location: London

Position type: Private Client Director

Work permit required: Yes

Financial Planner - Nationwide Opportunities

Excellent opportunity for DipFS qualified individuals to advise existing clients on pensions, investments and IHT planning for this well known Wealth Management firm

Vacancies are office or home based and involve managing client portfolios of c£100-120 HNWIs

You must be able to work autonomously and have a record of maintaining client relationships over a long period

£50-85,000

Additional Information

Compensation range: £50-85,000

Position location: Nationwide

Position type: Financial Planner

Work permit required: Yes

Wealth Manager

International EB Consultancy requires a senior IFA to work with FTSE 100 Executives and advise on all areas of holistic financial planning.  You will be referred all clients so the role involves servicing client relationships and NOT developing new ones

£75-95,000

Additional Information

Compensation range: £75-90,000

Position location: London

Position type: Wealth Manager

Work permit required: Yes

Professional Practice IFA

Top 15 accountancy practice requires an additional consultant to work alongside their Partners in its London Office. You will advise referred HNWIs on a fee basis and develop relationships with colleagues internally to pass across business

to £90,000

Additional Information

Compensation range: to £90,000

Position location: London

Position type: Wealth IFA

Work permit required: Yes

Investment Management IFA

Medium sized business (£2bn AUM) requires a senior wealth manager to promote the wealth proposition to existing clients.  You will work closely with the IMs  and their clients and ensure all HNWIs are aware of the in-house fee based wealth structuring proposition

to £90,000

Additional Information

Compensation range: to £90,000

Position location: London

Position type: Investment Management IFA

Work permit required: Yes

Business Development Director

Large investment management business requires an experienced individual to develop relationships with professional introducers including law firms and accountants. You must have experience in this arena with a network of profitable relationships

to £100,000

Additional Information

Compensation range: to £100,000

Position location: London/South East

Position type: Business Development Director

Work permit required: Yes