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The business employs approximately 150 staff and has in excess of £6 billion of funds under management. The company provides investment management, financial planning, trust, tax, offshore investments and ethical investment services to more than 30,000 private clients and charities.
Your role will be to provide holistic fee based financial planning to clients with in excess of £2 million to invest; the main areas of advice would include tax efficient investing, school fees planning, protecting you and your family, retirement planning, estate planning, philanthropy, family office and tax compliance. Full paraplanning and sales support will be given to assist you in this role.
The successful applicant will be no more than 2 exams away from Chartered Financial Planner status and currently advising high and ultra-high net worth clients. They will also have the ability to generate business from internal sources and external relationships.
The position boasts a highly competitive benefits package including a salary of £65,000 - £90,000 + bonus + pension + benefits.