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- Develop personalised financial plans encompassing investment strategies, retirement planning, tax planning, and estate planning.
- Oversee the management of clients' investment portfolios, ensuring alignment with their financial objectives and risk profiles.
- Ensure adherence to all relevant regulations and compliance standards in financial advisory services.
- Identify and pursue opportunities to expand the client base through networking, referrals, and other business development strategies.
- Role reports into the Partners of the Firm
- You are currently managing a portfolio of U/HNW investors who are interested in the IFA set-up.
- RDR level 4 regulated at minimum - Relevant industry certifications (e.g., Certified Financial Planner) are a plus.
- Experience working within a Wealth Management firm or Private Bank is highly desirable
- Understanding of non-investment wealth solutions such as inheritance planning, tax, offshore bonds is highly desirable
- Located in the UK (the position can be fully remote if required)
Independent Financial Advisor - London, United Kingdom - Redstone Search Group
Description
Job Description
Join a rapidly growing, UK-based Multi-Family Office that is actively seeking independent Financial Advisors. If you're tired of the corporate grind and discretionary-led bonuses, this could be your chance to explore a new path and tailor your career to fit your busy personal schedule.
Key Responsibilities / Tasks
Key Qualifications / Experience