Wealth Planner - London

Financial Advice
Ref: 320 Date Posted: Monday 20 Mar 2017
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Role:-                                    Wealth management IFA

Location:-                              London

Salary:-                                 £60 - £100 000 plus bonus

 

This role is with a very strong, client investment management firm building a wealth planning service.  Utilising their existing full paraplanning and administrative support you will use your proven asset-gathering skills whilst working with a network of professionals through whom you could both receive and pass over work.

Transferable business is not a prerequisite, though you do need to have a proven track-record of business generation from introducers etc and sufficiently close relationships with your clients such that there is a reasonable expectation that a number could follow you. The firm has sufficient business to pass over to you whilst you are going through your restrictive covenants and while you are acquiring new business from your introducer network.  The firm is fully independent and well-capitalised.  They are involved in the full spectrum of advice – they are truly independent.  The prospects are very good as they are gaining clients on a regular basis.

Should this appeal please call Harris or David on 020 7101 2801 or email harris@keillar.com