Senior Financial Planner (IFA) role at Anesi Advisors
We are currently in the process of building out our wealth management proposition and looking for an entrepreneurial IFA to join and help us build a £1bn AUA business over the next 5 years.
We have demonstrated an ability to grow business lines quickly and have serious ambitions for where this can go.
Anesi Advisors is a boutique investment bank - supporting business owners sell their companies. This corporate finance activity gives rise to a natural pipeline of multi millionaires that we want to be able to service in a wealth management capacity.
Our clients typically realise between £1m and £50m in cash on exit, and many find the advice they receive afterwards falls short of the care they received during the sale. We are building a high-touch, planning-led wealth service for entrepreneurs before, during and after a liquidity event.
WHY THIS ROLE IS DIFFERENT
- You will be introduced to newly liquid entrepreneurs by the bankers who have just sold their businesses, with trust already established.
- You will work alongside our deal teams before completion, so your planning shapes how proceeds are structured.
- You will help design the advice process, investment proposition and client experience from the ground up.
- Real ownership... Senior hires share in the value they help create through equity participation.
- We have significant growth plans, driven by organic flow from our banking platform and selective acquisitions.
WHERE YOUR CLIENTS COME FROM
- Founders and majority owners whose businesses we are selling
- Co-shareholders and management teams realising value in the same transaction
- Families and the next generation of those clients
- Owners planning ahead of a future sale
- Our wider network of private equity investors, family offices, lawyers and accountants
WHAT YOU WILL DO
- Lead relationships with a capped number of high-net-worth households
- Deliver holistic, cashflow-led financial plans covering investment, pensions, tax, protection, and estate and succession planning
- Work alongside our bankers on pre-exit planning, often before a deal completes
- Collaborate with clients' lawyers, accountants and tax advisers
- Help shape the proposition, investment process and client experience
WHAT YOU WILL BRING
- Significant experience as a practising financial adviser or IFA, personally advising high-net-worth clients
- Level 4 Diploma in Regulated Financial Planning (or equivalent) and a current Statement of Professional Standing
- A clean regulatory record and the ability to meet FCA Certification requirements
- Strong technical depth in pensions, investment planning, tax wrappers, and IHT and estate planning
- -An entrepreneurial mindset and the appetite to help build a business
- Chartered Financial Planner status (or good progress towards it), or CFP
- Experience advising business owners through a sale or liquidity event
- Knowledge of trusts, business reliefs and pre-exit planning
- Experience at a leading private bank, wealth manager or chartered planning firm
WHAT WE OFFER
- A ready-made pipeline of warm, high-quality introductions
- Equity participation through a management incentive plan
- A highly competitive base salary and bonus
- A capped client bank, so you have time to deliver exceptional service
- A role with authority and autonomy
- An entrepreneurial, collegiate team in central London
All applications are treated in the strictest confidence.
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