Financial Advisor HNW​/UHNW Wealth Manager – Existing Client Portfolio

Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio

£salary subject to experience (region of £50-65K basic)

London

A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to provide advice to an existing portfolio of clients.

As expert advisors to HNW private clients, families and trusts, they provide invaluable solutions to complex financial arrangements, and pride themselves on their knowledge of market products and services available.

This role will involve providing advice to clients and helping them navigate the complexities of UK regulations surrounding Investment Management, Financial Planning and Tax.

Specifics of the role will involve –

• Meeting with clients to discuss financial circumstances, establish objectives and begin preparing appropriate plans.
• Providing a continuity of advice to existing clients and ensuring long term relationships are maintained.
• Work closely with internal technical support teams to ensure they understand your clients’ requirements and can assist with support, client management and sourcing suitable solutions.
• Walk the client through complex information, ensuring they have a full understanding of propositions and can see the benefits enabling them to make informed decisions.
• Liaise with third party providers, regulators and external advisors as required.
• Work closely with the client’s other professional advisors (accountants, lawyers etc)
• Undertake regular travel to meet clients in person and conduct face to face meetings.
• Ensure you are constantly updating your knowledge to remain at the forefront of the industry. Be aware of legislative / regulatory changes that may affect your clients.

To apply for this role, you must hold a minimum of Level 4 Diploma or equivalent and be qualified to provide financial advice. Knowledge of HNW & UHNW clients would be advantageous, however they have an open mind to the right person.

For more information, please contact Richard Garbett.