Home-Based UHNW Financial Planner — Succession Role

mbf; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in the UK seeks an experienced Financial Planner to inherit a prestigious client book managing approximately £700k of recurring income from ultra-high-net-worth families. This role offers mentorship during the transition with the current adviser, focusing on exceptional client service and relationship management. Ideal candidates will have the ability to build long-term relationships and develop the portfolio further. This position is home-based with flexible options.

Qualifications

• Experience in financial planning or advisory roles.
• Ability to build long-term relationships with ultra-high-net-worth families.
• Strong client service and relationship management skills.

Responsibilities

• Inherit and manage a high-quality client book.
• Develop and grow the existing portfolio of ultra-high-net-worth families.
• Work closely with the current adviser during the transition.

Job description

A leading financial advisory firm in the UK seeks an experienced Financial Planner to inherit a prestigious client book managing approximately £700k of recurring income from ultra-high-net-worth families. This role offers mentorship during the transition with the current adviser, focusing on exceptional client service and relationship management. Ideal candidates will have the ability to build long-term relationships and develop the portfolio further. This position is home-based with flexible options.