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

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

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

Wealth Manager - Boutique Firm

Newly established Boutique firm qith c£600m in AUM requires an experienced fee based planner to advise existing HNW/UHNW clients

You will promote a fee based offering to sophisticated clients who include Entrepreneurs, Bankers, Lawyers and Retired Professionals. As such, you should be famiiar with this type of clients

Typical portfolios are c£2-5m

£70-100,000 + Bonus and Benefits

Additional Information

Compensation range:

Position location: City, London

Position type:

Work permit required:

Senior Financial Planners - Nationwide Openings

Leading asset managment firm with c£2bn of AUM require addtional experienced Financial Planners to work with existing HNW client portfolios

You will promote fee based investments, IHT and pension advice to clients with 6 and 7 figure portfolios and develop new clients from professional introducers who refer additional business

Full admin/paraplanning support

Vacancies exisit in London, the Home Counties, the Midlands and the North

Salaries from £50-100,000 + Bonus and Benefits

£50-100,000

Additional Information

Compensation range:

Position location: Nationwide

Position type: Senior Financial Planners

Work permit required: yes

Wealth Manager - Private Bank

Excellent opportunity to work with this well established Private Bank (founded 1755) and join their wealth management team

You will be responsible for advising a portolio of c100-120 HNWIs and promoting their fee based wealth management and DFM proposition as necessary

You will also work with Private and Investment Bankers in pitches to new clients

London and South East based

£60-90,000 + Bonus and Benefits

Additional Information

Compensation range:

Position location: London and South East

Position type:

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

Head of Wealth Management, Private Bank

Excellent opportunity for an experienced individual to create a new division from inception

You must have experience of advising clients, generating new business, internal networking, recruitment and the ability to integrate the new business into the wider group

£100-150,000

Additional Information

Compensation range:

Position location: London

Position type: Permanent

Work permit required: Head of Wealth Management

Wealth Manager - Familiy Office

Exciting opportunity for an experienced planner to join a fantastic name in this niche arena. You will work closely with a Director and as part of a small team advising existing UHNWIs (£2-10m) on all areas on investment, pension and IHT advice

You should be degree educated and Chartered or progression towards

Mayfair based

£60-80,000

Additional Information

Compensation range:

Position location: London

Position type: Wealth Manager - Family Office

Work permit required: yes

Financial Planner

National IFA business requires experienced financial planners to service existing client relationships

You will be allocated client portfolios of c100-150 HNWIs and be responsible for advising on pensions and investments as necessry. Further, your focus will be to retain client relationships and NOT develop

Since the role is home based, you should be experienced in working autonomously - you will not be micro-manged - and be able to manage your own diary

£40-70,000

Additional Information

Compensation range:

Position location: London and South East

Position type: Fianncial Planner

Work permit required:

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

Financial Planner/Director

Newly created wealth management boutique requires 2 financial planner/Directors to manage the relationships with professional practices that are in place. You must have experience of fee based advice with a record of advising HNWIs over 5+ years

This is an excellent opportunity to join a growing firm with equity available from day one

to £100,000

Additional Information

Compensation range: to £100,000

Position location: London

Position type: Financial Planner/Director

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

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

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