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Permanent

UHNW Financial Advisor

Birmingham
money-bag 80000.00-80000.00 Annual
3087298501
Posted Today

This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven wealth management firm.This role is designed for someone who already operates at the top end of the market and has the ability to bring long standing relationships, introducer links and client connections with them. Instead of being confined by rigid structures or sales driven targets, you will have the autonomy to shape how high net worth planning is delivered, decide which professional partnerships to prioritise and influence how the service evolves.You will work with sophisticated HNW and UHNW clients who value thoughtful, strategic planning. With strong paraplanning, administrative and marketing support in place, you will be free to focus on relationship building, advice quality and long term growth of your own specialist division.Typical work will include:Providing holistic financial planning to HNW and UHNW clientsReviewing complex portfolios across pensions, investments and protectionBringing existing introducer connections and deepening new professional partnershipsUsing planning and cashflow tools to demonstrate long term strategiesHelping shape and develop a specialist HNW propositionGrowing, over time, a focused HNW team around you as demand increasesHigh Net Worth and ..... full job details .....

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