Partner - Wealth Manager / Financial Advisor

The Partner will:

• Provide financial and investment advice to deliver a solution in the best interests of the customer.
• Build their own practice while remaining truly supported to succeed.
• Builds effective relationships with internal/external stakeholders
• Take a holistic view of your finances and work with you to fully understand your financial aspirations
• Introduces clients to investment independent strategies and works with clients to develop a bespoke financial plan using appropriate guidance tools depending on specific requirements.

Key Qualification/Experience

• Experience working within Wealth Management or an investment firm.
• Experience in managing a client portfolio of at least £20m.
• The ability to acquire new business and also work with a transferable book of clients
• Must be RDR/CISI/IAD Level 4 Minimum
• Chartered Financial Planner is preferable.