Our client is a City-based, specialist wealth management firm.  They advise those who wish to take control of all aspects of their financial affairs, with the on-going help of a trusted adviser. They offer two levels of service wealth planning and financial management.  It is not about selling things. It is about having the insight, knowledge, experience and skill to fully understand an individual, family or corporate financial situation and to then work out the best financial strategy to improve that situation.

Clients are only be advised by a director or a fully qualified adviser. 70% of the adviser team are qualified as Certified Financial Planners (CFP). This is the ultimate qualification and demonstrates quite clearly the knowledge and excellence within the company.

They are looking for the best talent within financial planning and wish to recruit Associate Directors; a small number of individuals at the peak of their profession to provide wealth planning advice at the highest level and influence the direction of the company.