We are currently looking to recruit a senior independent financial adviser to work with one of the most professional and progressive practices in the UK market. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs, this forward thinking organisation has continued to build on its success by recruiting quality individuals throughout their branch network.
Currently looking to recruit an additional consultant in Edinburgh, the practice is in the increasingly unusual position of having an existing active client bank to offer the new employee. This client bank includes a significant amount of trail income and a new group scheme. In addition, the role is fully supported by both paraplanners and technically competent administrators, allowing the incumbent the opportunity to focus most of their time in a relationship management or advisory capacity.
Given the nature of the opportunity the firm is keen to identify applicants who will be able to manage a seamless handover of the clients. As a result they have stipulated that they will only consider individuals who have extensive experience with high net worth clients and already achieved chartered status. In return, remuneration consists of an attractive salary package and a generous bonus structure.
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Tom - Paraplanner, Exeter