Private Bankers / Wealth Managers - South of England

Self Employed, with guaranteed earn out - Financial Advice
Ref: 450 Date Posted: Tuesday 26 Nov 2019
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Role:                        Private Bankers / Wealth Managers

Location:                 London and around the M25

Remuneration:         Self Employed with guaranteed earn out

 

This opportunity will be of interest to Private Bankers / Wealth Managers who are looking to the needs of their clients as well as to their own future.  The client proposition is as follows:

  • Comprehensive wealth planning, report presentation and implementation to best practice standards in the industry using leading cloud-based technology
  • Team of technical specialists will undertake all aspects of paraplanning and administrative support including report writing, client on-boarding, periodic reporting and annual reviews
  • Sophisticated discretionary portfolio management service which combines best in class quantitative methodology and factor based ETFs from leading groups to deliver a diversified, actively managed proposition
  • An institutional quality custody and brokerage service
  • Private banking services provided for clients requiring more complex investment, custody, credit, FX facilities – all under direct control
  • Support from leading tax, legal and actuarial specialists in the industry to facilitate more complex wealth planning and associated fiduciary services
  • In-house mortgage desk with comprehensive market coverage and specialist solutions for property landlords and business owners
  • In-house business consultancy and FCA regulated corporate finance proposition to assist SME businesses for growth, M&A and sale (typically leading to significant wealth creation for the shareholders which can be serviced by the adviser)

while the adviser proposition includes:

  • The above services available to your clients
  • Guaranteed buy-out multiple, triggered at a specific date
  • Earn out paid over 3 years
  • A reassuring succession plan for your client base with a smooth and orderly transition over 3 years to a professional, trusted team

For a fuller discussion please call me, David Hill on 0797 999 6365, or email david@keillar.com