Wealth Adviser / IFA recruitment
Wealth Adviser IFA FPSG are continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. Given the fee based approach, the average case value remains high with the work focusing on investment planning, tax mitigation and specialist pensions. The organisation is able to sustain additional, high quality consultants across the UK who can add value to the business. Given the provision of clients and introducers, the framework is in place for consultants Read more […]
Wealth Adviser – High Net Worth recruitment
Role: Wealth Adviser – HNW Clients Location: London Salary: C£65k Role: – manage an existing portfolio of HNW individuals Source new target market clients Maintain the highest level of Pension, Investment and Protection Advice Responsibility for building a solid rapport with key clients and influencers within the referral business. Accountable for ownership of KYC for the client base. Build strong relationships with business Key skills experience required: Experience A proven track record in wealth management sales Tested ability to work closely with Relationship and Business Development Read more […]