An award winning, boutique wealth management company with offices in Clerkenwell and Weybridge require an experienced, chartered level Private Client Advisor to join their well established team. The role is paying £70,000 to £90,000 depending on experience and can be based out of either office. You will be joining a team of very experienced advisors of which two have long term plans to retire.

The role includes responsibility for managing a portfolio of existing clients, as well as developing new business from existing client relationships and other professional connections/introducers.

Experience and Competencies

• Chartered-level financial planner with 5 years' experience within a planning-led IFA environment, supporting HNW clients
• Excellent working knowledge of investment, life and pensions products and associated legislation
• Comprehensive understanding of Income Tax, CGT and IHT, DC & DB transfers, and experience advising trusts/trustees, dealing with investment bonds and excellent estate planning skills
• Strong understanding of the principles of asset allocation and portfolio construction
• At least basic knowledge of esoteric products, including VCT and EIS investments and structured products
• Experience of using Voyant cashflow modelling software
• Proven ability to generate new business via client referrals, professional introducers or other methods

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.