Financial Planning Manager
Our client has been in business since the early 1800's providing private client investment services, along with managing funds for charities it operates in the UK Australia and South Africa. Its core markets are, Asset Management, Wealth and Investment & Property Activities Private Banking, Investment Banking, Capital Markets, It is listed in London and South Africa. It is growing its private client business rapidly within the UK by acquisition and organic growth. This opportunity is a quality position within a major and well respected Private client investment manager firm, which is part of an organisation that has a long history of investment management and private client services. A financial planning manager is required to join the team in London.
Min DIP PFS - preferably Chartered.
Currently providing advice in the HNW area - not somebody who just has the exams!
Someone with account management experience would be preferable as building introducer referrals from professional connections will be an important part of the role. . There will be some internal referrals from the investment managers however.
Bringing your own client bank is not a pre-requisite. Clearly if you have some clients with genuine ongoing income who are of our clients shape and size then they would be interested but that is not the point of the exercise.
Package negotiable - but would expect starting salary to be in region of 50-55k
Annual bonus paid twice yearly is discretionary so varies between offices and is dependant on performance of whole office - which is predominantly investment management - but some guarantee can be incorporated .full benefits and bonus 10% Employer Contribution Pension scheme Personal revenue will grow over time as planner contributes more Many of financial planning team have been with firm in excess of 10 years
Main areas of FP activity are SIPP , retirement planning , offshore Bonds , IHT planning . No mortgages. No long term care. Little life cover.
Fee basis of 2% initial + 0.5% trail
About Alexander Lort
Founded in 1995 Alexander Lort is a market leader in Financial Services recruitment.Covering, Actuarial, B to B sales Broker consultancy, asset management, private client and institutional