About the Role
We are seeking an experienced High Net Worth Portfolio Manager to join our team at Financial Divisions. The successful candidate will be responsible for managing a portfolio of high net worth clients, providing comprehensive financial planning and investment advice.
Key Responsibilities:
* Manage a portfolio of 80-100 high net worth clients with assets ranging from £600k-£8m.
* Develop and implement personalized financial plans tailored to each client's needs and goals.
* Provide ongoing investment advice and monitoring, ensuring that clients' portfolios are aligned with their risk tolerance and financial objectives.
* Collaborate with other professionals within the firm to deliver a comprehensive range of services to clients.
Requirements:
* Prior experience in financial planning and wealth management.
* Strong knowledge of investments, pensions, tax planning, cashflow modelling, retirement planning, and protections.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
* Able to work independently and as part of a team, with a flexible approach to meeting the needs of clients.
Benefits:
* A competitive basic salary of £70k-£90k per annum, plus bonuses on new business written.
* A generous benefits package, including attractive holidays allowance.
* The opportunity to work with a long-established and respected firm in the industry, with a reputation for delivering exceptional customer service.
* A dedicated support team and Operations professionals to assist with administrative tasks.
Join our Team:
Financial Divisions is a boutique Chartered IFA firm with a proven track record of success. We pride ourselves on our commitment to delivering exceptional service to our clients, and we are seeking like-minded individuals to join our team.