At a Glance
- Tasks: Manage and develop high-net-worth client portfolios while providing top-notch financial advice.
- Company: A rapidly growing independent financial services group with a strong support system.
- Benefits: Competitive compensation, professional growth opportunities, and a supportive work environment.
- Other info: Great opportunity for career advancement in a thriving industry.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Proven experience in financial advising and a solid client book.
The predicted salary is between 42750 - 52250 £ per year.
Financial Adviser / Investment Manager We are working with a highly ambitious and growing independent financial services group that is expanding nationally through acquisitions and adviser-led growth.
They are looking to appoint experienced Financial Advisers and Investment Managers who have a strong track record of managing client relationships and, ideally, an established book of business.
The Opportunity This is an excellent opportunity for an established adviser to join a growing, fully independent business with the infrastructure and financial backing to support the successful transfer and development of client relationships.
The business is particularly interested in advisers with an existing client book, with a typical target of 40 50m+ in assets under management.
Larger books will also be considered, and the business has successfully supported advisers transferring books significantly in excess of this.
Key Responsibilities * Manage and develop an established portfolio of HNW clients. * Provide high-quality, independent financial planning and investment advice. * Build and maintain long-term client relationships. * Identify opportunities to develop existing client relationships and generate further assets under management. * Successfully transition an existing client book into the business where applicable. * Work closely with internal teams to ensure a smooth onboarding and transf...
Financial Advisor employer: CMR Jobs Limited
Join a well-established and growing accountancy practice that values ambition and leadership. As a Client Director, you will thrive in a supportive and collaborative culture, where strong progression and long-term career opportunities await you. With a competitive salary, performance-related bonuses, and the chance to lead a dedicated team while building lasting client relationships, this role offers a meaningful and rewarding career path in a fast-paced environment.
