HNW Wealth Adviser - Boutique IFA Practice
£75,000 - £100,000 per annum
BWD has been retained by a boutique, high-quality IFA firm in London, who specialises in advising partners of magic circle law firms, as well as other high net worth city professionals. Their small advisory team backed up by an extensive back-office team, manages around £600M AUM across c350 clients.
Being at full capacity, they are looking for a high calibre adviser to join their team, to manage some of the existing client base and help them grow the business further. The role would span both investment (in-house bespoke advisory proposition) and financial planning advice, and this individual would sit on the investment committee. The firm has a genuine focus on service and long-term relationships, rather than a sales approach, and a 'family office' feel, hence why their client base is so loyal, and they are so well respected in their specialist sectors.
This is a great opportunity to have an impact and play a key role in the development of a small business, rather than being just another 'cog in the wheel' of a corporate. They are offering a generous salary, formulaic bonus structure, and a genuine potential for Equity Participation in the medium term.