Independent Financial Advisor

Join a rapidly growing, UK-based Multi-Family Office that is actively seeking independent Financial Advisors. If you're tired of the corporate grind and discretionary-led bonuses, this could be your chance to explore a new path and tailor your career to fit your busy personal schedule.

Key Responsibilities / Tasks

Develop personalised financial plans encompassing investment strategies, retirement planning, tax planning, and estate planning.
Oversee the management of clients' investment portfolios, ensuring alignment with their financial objectives and risk profiles.
Ensure adherence to all relevant regulations and compliance standards in financial advisory services.
Identify and pursue opportunities to expand the client base through networking, referrals, and other business development strategies.
Role reports into the Partners of the Firm

Key Qualifications / Experience

You are currently managing a portfolio of U/HNW investors who are interested in the IFA set-up.
RDR level 4 regulated at minimum - Relevant industry certifications (e.g., Certified Financial Planner) are a plus.
Experience working within a Wealth Management firm or Private Bank is highly desirable
Understanding of non-investment wealth solutions such as inheritance planning, tax, offshore bonds is highly desirable
Located in the UK (the position can be fully remote if required)