Financial Planner

Job Description:

Are you seeking a fresh opportunity that empowers you with full autonomy and flexible working arrangements free from rigid KPIs

We are on the lookout for an experienced Independent (Self Employed) Financial Advisor (IFA) or Financial Planning Partner who possesses deep industry expertise to join our client an awardwinning Asset and Wealth Management advisory firm. With a robust global presence our client has earned consistent accolades for their service quality and industry contributions. Their meticulous attention to detail ensures that our ultra and highnetworth clientele consistently receives the exceptional service they expect.

As an accomplished Independent Financial Advisor or Financial Planning Partner you will join a forwardthinking organization committed to developing innovative strategies for outstanding results. Equipped with cuttingedge technology we streamline processes to enhance accuracy and predictability all while adhering rigorously to compliance and risk assessment protocols. Our paramount focus remains safeguarding our clients best interests at all times.

Tasks

Key Responsibilities:

• Hold seniority with extensive experience in Asset and Private Wealth Management.
• Foster trust relationships effortlessly.
• Proficient in structuring investable assets across various functional classes including Pensions ISAs IHT Trusts and Estate planning.
• Competently manage UK resident ultra and highnetworth clients.
• Skillfully manage highvalue portfolios.
• Adhere strictly to compliance and risk management protocols.
• Possess expert knowledge of the industry.
• Communicate impeccably across all levels translating complex information clearly and concisely.
• Cultivate and nurture client relationships.
• Demonstrate a comprehensive understanding of tax matters.
• Identify client needs and buying signals effectively.
• Provide holistic advice to ensure optimal client outcomes.
• Exhibit a solid grasp of legalities and regulations.
• Align with our culture diversity inclusivity policies and mission.

Requirements

Qualifications:

• Demonstrate accountability for business decisions impacting clients the company and its reputation.
• Possesses entrepreneurial acumen with an inspiring leadership style communicating a clear and positive vision.
• Mentor and integrate individuals from diverse backgrounds with respect and inclusivity.
• Prioritize clientcentric approaches.
• Exhibit keen attention to detail.
• Act with integrity and honesty to swiftly build trusting relationships.
• Demonstrate commercial acumen.
• Capably resolve complexities and find innovative solutions.
• Embrace an entrepreneurial growth mindset.

Desirable Criteria:

• 10 15 years of seniorlevel experience.
• Relevant qualifications such as CIFA CFA or equivalent.
• Contribute to operational development planning to guide business direction.
• Demonstrated experience managing ultra/highnetworth clients and their portfolios.
• Expertise in generating new business opportunities.
• Sound technical proficiency across various funds securities and investment instruments.
• Familiarity with tax regulations.
• Knowledge of legalities and regulations.
• Develop insights and content for media promotion.
• Strong leadership and commercial acumen.
• Collaborative team player.
• Respectful and inclusive communication to build relationships based on trust.

Benefits

What We Offer:

• Excellent infrastructure and team support.
• Comprehensive partnership structures aimed at maximizing earnings.
• Flexible remote/hybrid working arrangements.Benefits and full package are to be discussed during the interview stage