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: Ideal for advisers with an existing client book looking to expand their impact.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Proven experience in financial advising and strong relationship management skills.
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 £4050m+ 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 ...
Financial Advisor employer: CMR Jobs
Join a dynamic financial services business that values its employees and fosters a supportive work culture. As a Collections Consultant, you will benefit from ongoing professional development opportunities, competitive remuneration, and a collaborative environment that encourages innovation and growth. Located in a vibrant area, the company offers unique advantages such as flexible working arrangements and a strong commitment to employee well-being.
