Full-Time Financial Planners and Private Bankers
Our client is a is leading financial service practice offering strategic planning and asset allocation advice to HNW City professionals, business owners and wealthy individuals.
They help their clients accumulate wealth, providing tax efficient and transparent advice surrounded by a high level of proactive service.
They take away the hassle of building financial security so their clients can have more time to look after their own business needs. They provide advice on tax efficient income generation and capital preservation for retired individuals.
Over the last few years, many individuals from Private Banks and small IFA firms have joined and thrived at this excellent fast growing LLP wealth adviser, attracted by their independence, strong back up and well defined proposition. The typical adviser has a transferable book of clients with a minimum of £25m this opportunity may appeal to a small privately owned and run IFA business owner or self generator who is seeking an exit strategy and an opportunity to provide the very best ongoing service to the client base along with all the best back office and cutting edge client service technology. The tax planning and wealth management platform is very impressive. There is an opportunity to become a partner and a very competitive buy out proposition.
To fit the culture of this practice you would have to share the following desires:
- To place the clients’ best interests at the heart of what you do
- To align portfolios and be able to deliver an outstanding and consistent service proposition
- To develop and feel rewarded throughout your professional life.
The company’s overriding aim is to be recognised as the very best independent wealth management group in London.
Employed and self employed status
For an initial conversation please call our office 020 3356 4908 and quote ref 051505
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