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Hnw Client Advisor
1 week ago
UBS London, United KingdomUnited Kingdom · - Client advisory / Relationship management · - Global Wealth Management · **Job Reference #** · BR · **City** · - London · **Job Type** · - Full Time · **Your role** · - Are you at your best when developing new business, serving clients and building long-term re ...
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Hnw Advisor
1 week ago
undisclosed London, United KingdomJob Description We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on boar ...
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Hnw Advisor
4 days ago
360 Talent London Ltd London, United Kingdom1 month ago Be among the first 25 applicants · This range is provided by 360 Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. · Base pay range · ICONIC DEPARTMENT STORE - SALARY UP TO £30K + COMMISSION · FTC 6 month ...
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Hnw Advisor
3 days ago
360 Talent London Ltd London, United Kingdom1 month ago Be among the first 25 applicants · This range is provided by 360 Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. · Base pay range · ICONIC DEPARTMENT STORE - SALARY UP TO £30K + COMMISSION · FTC 6 month ...
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HNW Mortgage Advisor
5 days ago
Bryn McMillan Consulting London, United KingdomTo £45,000 basic plus bonus and commissions, OTE £75,000 – £90,000 · Overview: · An established HNW mortgage specialist requires an HNW mortgage broker or mortgage adviser to join a broker firm working in London near Canary Wharf, dealing with leads generated via various source ...
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HNW Mortgage Advisor
5 days ago
Bryn McMillan Consulting England, United KingdomBasic to £26,000, financial guarantees to £50,000 for 6 months plus pension, DIS, car or car allowance, OTE £60,000 – £70,000 · Overview: · A well-known estate agency requires an experienced mortgage broker to offer mortgage and protection advice working from the very busy offic ...
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eFinancialCareers London, United KingdomThis position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are lookingto grow their team as a res ...
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HNW Mortgage Advisor
5 days ago
Bryn McMillan Consulting London, United Kingdom~ Salary: £ £60000 Company Car or Allowance of £200, DIS, PMI, Pension, Bonus, OTE £60,000 · Overview: · Mortgage Broker required to work from an estate agent in Stratford, dealing with new leads generated via the incentivised staff as well as the existing database, where you sh ...
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HNW Mortgage Advisor, London
5 hours ago
deverellsmith City of London, United KingdomI have been exclusively instructed to find a Mortgage Advisor to join one of the leading property practices in their mortgage finance department. · My client is an international property brand, frequently recognised with numerous awards. Established a number of years' ago, they a ...
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HNW Mortgage Advisor, London
10 hours ago
deverellsmith City of London, United KingdomJob DescriptionI have been exclusively instructed to find a Mortgage Advisor to join one of the leading property practices in their mortgage finance department. · My client is an international property brand, frequently recognised with numerous awards. Established a number of yea ...
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HNW Mortgage Advisor, London
6 hours ago
deverellsmith City of London, Greater London, United KingdomI have been exclusively instructed to find a Mortgage Advisor to join one of the leading property practices in their mortgage finance department.My client is an international property brand, frequently recognised with numerous awards. Established a number of years' ago, they are ...
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Mortgage Advisor
1 week ago
Placing Faces London, United Kingdom**The Company: · - ** · This company is a HNW Mortgage Brokerage based in Islington, who are looking for a Mortgage Advisor, and always put the customer at the forefront of everything they do. This role is self-employed but is extremely supportive and no need for self-generation ...
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Private Banking
1 week ago
Arbuthnot Latham London, United Kingdom*** · **Job Purpose** · - Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients · - Build profitable relationships with a cross-section of HNW Clients by understanding clients ...
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Digital Financial Planner
1 week ago
mbf. London, United KingdomA top tier Wealth Management business with multiple offices in the UK currently require an up and coming Financial Advisor to provide advice to an existing book of private clients. · This newly formed advice team is focussed on streamlined investment, pension and protection advic ...
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Wealth Management Consultant/ifa
3 days ago
Brevere Group London, United KingdomAre you a skilled and experienced Wealth Management and Financial Advisory professional seeking a new challenge within the industry? Do you have a proven track record of delivering advice to HNW clients? Would you like to play a key role in the growth ofa leading City Based Wealt ...
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Chartered Financial Planner
3 days ago
Brevere Group London, United KingdomAre you an accomplished Independent Financial Advisor with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a companythat can offer you an e ...
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Investment Advisor
1 week ago
UBS London, United KingdomUnited Kingdom · - Client advisory / Relationship management · - Global Wealth Management · **Job Reference #** · BR · **City** · - London · **Job Type** · - Full Time · **Your role** · - Do you want to maximize the benefits of a global franchise for the good of your clients? Do ...
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Mortgage Broker
4 days ago
Pure Resourcing Limited London, United KingdomMortgage Broker - Polish Speaking · **Polish Speaking? Qualified UK Mortgage Advisor? Have the skills to work with HNW clients?** · Our client has a great opportunity for Polish speaking Mortgage Broker to look after a great lead source. This will be a career opportunity that wil ...
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Finance / Economics Graduate
5 days ago
deVere Group London, United KingdomWe are expanding our global footprint and seeking self-motivated, entrepreneurial thinking Graduates / Business Development Managers (Trainee Wealth Managers) to join our global offices. · **NOTE THAT ALL CANDIDATES MUST BE OPEN TO THE IDEA OF EVENTUALLY RE-LOCATING TO ONE OF OUR ...
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Finance Graduate
1 week ago
deVere Group London, United KingdomWe are expanding our global footprint and seeking self-motivated, entrepreneurial thinking Graduates / Business Development Managers (Trainee Wealth Managers) to join our global offices. · **NOTE THAT ALL CANDIDATES MUST BE OPEN TO THE IDEA OF RE-LOCATING TO ONE OF OUR MIDDLE EAS ...
Hnw Advisor - London, United Kingdom - undisclosed
Description
We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors.
This is one of the most exciting FinTechs that have launched in recent years and already have significant Assets on board.
Their culture is progressive, collegiate and is best described as high performance but low ego.This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways.
In the last couple of years this firm have grown their client and asset base and are looking to grow their team as a result.
Recent hires include talent from top tier Institutional, as well as Private Client, firms. They are looking for a well-rounded candidate who can look after a significant number of clients immediately.They are looking for someone who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products along with having a deep understanding of the UK UHNWI market.
Be the Lead Adviser to a number of High Net Worth and Ultra High Net Worth ClientsAdvise on all aspects of the Client's Financial Life Plan and implications for wrappers and interaction with investment management
Contribute to firm's approach to lifestyle financial planning
Be part of broader firm building initiatives
At least 5 years of experience in providing investment advice to sophisticated high net worth private clients
Demonstrated ability to build and maintain a substantial High Net Worth and Ultra High Net worth client base
Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning
Experience of financial planning software
Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner (Level 6/7)
Detailed technical understanding of cash flow based planning
Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
