Job Description

To enable you to grow the portfolio from £20m to £60m FuM, you should look to identify new business and referrals. Plus, you will receive leads from their referrals, accountancy partnerships and acquired client banks.

During initial handover period, it is likely you will conduct face-to-face meetings with clients to build a strong rapport, thereafter you can provide advice via video if appropriate

Required Knowledge, Skills, and Abilities

• You must hold full Level 4 Diploma in Financial Planning or equivalent, with preference towards individuals near or at Chartered status
• You should have experience of working with HNW clients