The successful candidate will provide holistic financial advice and planning services for a diverse portfolio of HNW / UHNW clients. You will devise and implement comprehensive wealth management solutions tailored to your client’s often complex needs. Technical expertise in investment markets, financial products, estate planning and personal finance is essential for the role.
Strong communication skills will help you present complex advice in a way that your client can readily understand. The ideal candidate will be able to proactively build trusted, impactful long-term relationships with an existing affluent client base.
£100,000 + Bonus and Benefits