A fantastic opportunity has arisen with a wealth management advisory firm. The firm's no nonsense approach to wealth management has attracted some interesting HNW clients which require a high level of advice. They are looking for an individual that will as a director deliver the firm’s services to clients and attract new clients; contribute to business strategy and management.

This individual will report directly to the Managing Director and their key functions will include; contributing to marketing strategy and taking a sales role within agreed strategy. They will lead or support role in handling client relationships, deliver of financial planning and investment services, contribute to firm’s regular monitoring of tax, pensions, planning techniques, contribute to development of firm’s techniques for service design and deliver and participate fully in corporate strategy and governance as a director.

The individual will be confident, credible and likeable, for clients and prospects and preferably AFPC qualified, CFP and IMC or have compensating investment experience.

If you are interested in this opportunity contact us quoting the title and reference number - Email us or call 020 7232 2225