Our client is a highly successful boutique IFA based in the heart of the City. They have been growing from strength to strength since their establishment 14 years and have carved out an excellent reputation within London.
This is a growing company where the adviser’s relationship with client relationship is paramount.
They have c£1billion AUM and across 20 advisers built up over the 14 years, they advise HNW private clients of all areas of financial planning advice.
On top of their highly attractive client proposition, including cash flow modelling and state of the art technology, they have a full range of products including family office and concierge service for clients. There is one to one paraplanning and admin support.
Their organic growth has been achieved by attracting some of the best advisers in the industry. They are looking to bring on successful IFAs and wealth managers who can demonstrate a strong client following. Over the last few years, many individuals from Private Banks and small IFA firms have joined and thrived within the business, attracted by their well-defined client proposition and clear cut growth strategy.
This opportunity would suit an HNW Wealth Manager looking to step away from large private banks/wealth management firms, to a more bespoke client centric proposition. It would also suit an IFA looking to align them-self to a reputable firm where they can offer their clients a much higher level of service and be rewarded for the business they write.
You can join on an employed basis or self-employed with guaranteed income. There is also the opportunity to become a Partner of the business once a defined level of income generation is reached.
If you are interested, please contact Thomas Barton-Howarth on 01179-170-414 to discuss the proposition in more detail and quote reference 1984.