Recruit UK

Wealth Manager – Boutique Firm in London

RecruitukLtd Salary: £60k - £90k

Dear financial planner….

Are you fed up with being restricted on the advice you can give? Are you time poor because of the lack of back office support you are receiving? Would you like to increase upon your basic salary?

We are representing a multi award winning Boutique Wealth management practice that specialise in high end Wealth Management and currently have plans to expand. Our client has a strong reputation within the market, offering a high degree of service to HNW/Ultra HNW individuals. They offer a rare mix of financial planning and portfolio management services designed to ensure that clients receive comprehensive holistic advice in every aspect of their financial affairs.

What is on offer?

  • Salary of £60k – £90k, but no limit for the right candidate!
  • Full back office support freeing up your time to see clients
  • New business award paid on AUM transferred in an agreed time
  • Support with qualifications
  • The freedom to give full holistic financial planning
  • Access to cash flow modelling tools

They are currently looking for a high calibre, experienced and Level 4 compliant financial planners who can bring a minimum of £10m – £15m of AUM or have a strong business plan on how you would attract this.

Our client has an aim to become a chartered practice in a short timescale therefore they need professional, team-orientated individuals with the passion, drive and creativity to undertake this role to the standard expected and with the outlook to advance qualifications.

Please contact Frankie Pailing at Recruit UK on 01179 450450 for more information regarding this role, or to discuss other rewarding opportunities. Please quote reference 2055 on applying.

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