Private Wealth Adviser – Remote UK & International Clients

Prestige IFA Jobs; Greater London; Presencial; GBP 70.000 - 110.000; Jornada completa

Descripción de la vacante

Prestige IFA Jobs represents our client, an established international wealth management business, seeking an experienced Private Wealth Adviser to join its UK team on a self-employed basis. The role focuses on building a client book, developing long-term relationships and growing recurring revenue while operating remotely from anywhere in the UK.

You will develop and grow your own client portfolio, using your network and business development skills to convert prospects into advisory

Formación

• UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).
• Proven ability to build a personal client book and develop long-term advisory relationships.
• Self-employed adviser with ability to work remotely across the UK.

Responsabilidades

• Develop and grow a personal client portfolio.
• Generate new business through referrals, networks, events and proactive business development.
• Identify and convert prospects into long-term advisory relationships.
• Build strong relationships with existing clients.
• Increase client retention and grow recurring revenue.
• Leverage the firm's platform and branding to support client outcomes.

Conocimientos

Client acquisition

Relationship building

Business development

Commercial mindset

Educación

DipPFS

CISI Level 4

CFP or equivalent

Descripción del empleo

Prestige IFA Jobs represents our client, an established international wealth management business, seeking an experienced Private Wealth Adviser to join its UK team on a self-employed basis. The role focuses on building a client book, developing long-term relationships and growing recurring revenue while operating remotely from anywhere in the UK.

You will develop and grow your own client portfolio, using your network and business development skills to convert prospects into advisory