Chartered Adviser

Our client is the largest privately owned boutique financial services Partnership in the UK which provides fully independent strategic planning and asset allocation advice to UHNI and HNI City professionals, entrepreneurs and other wealthy individuals. They deliver outstanding client service. They require a chartered Adviser.

Chartered Financial adviser Partner Independent Diploma level 4

Our client is the largest privately owned boutique financial services Partnership in the UK which provides fully independent strategic planning and asset allocation advice to UHNI and HNI City professionals, entrepreneurs and other wealthy individuals. They deliver outstanding client service.

Their client portfolio includes a high number of the Big Four accountancy practice and Law firm partners. They provide a fee based practical, tax efficient and transparent advice service. The practice has grown steadily over the last 5 years and their plan is to continue to thrive.

All their advisers are experienced professionals who came to the firm with a strong book of clients with a decent level of Assets under management - developed over time.

Their culture is very ethical, supportive and transparent. The environment will suit those who are looking for a long term career move with the opportunity to make Equity Partner in the future.

You may be considering your future and feel a change of environment would be beneficial.

Minimum criteria to apply:

Strong academics

Minimum level 4 diploma qualified - ideally chartered or studying for level 6

Strong AUM

Happy to continue as Self employed.

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