Job Description
A young DFM with upwards of £500M of client funds under management is on the lookout for an able Chartered Financial Planner with exceptional knowledge and enthusiasm to join their impressive team in London. The role is suitable for someone who will thrive in an entrepreneurial, professional and forward-looking environment and someone who will be willing to assist with the strategic growth of the company. You will work alongside a team of experienced Investment Managers with the ultimate aim of adding value to the existing client base and developing new business via industry connections and an established network with a view to eventually growing the wealth planning team further. This client looks after a diverse range of high-net-worth individuals and we have seen rapid growth from a start in September 2020 to close to £750 discretionary AUM at the start of 2022. Candidates will be qualified to Chartered status and will have a genuine desire to provide a high standard of advice and level of service to clients. You will be highly motivated with an entrepreneurial spirit. Detailed knowledge of Inheritance Tax Planning, Offshore advice and Pensions with a wealth of experience across different products and service types such as SIPP's & ISA's.A first class opportunity to work alongside likeminded individuals who are keen provide a first class service to their clients which is different to the corporate norm.
