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    Independent Financial Advisor - Greater London, United Kingdom - Redstone Search Group

    Redstone Search Group
    Redstone Search Group Greater London, United Kingdom

    5 days ago

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    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

    • 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

    Key Qualifications / Experience

    • 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)
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