Independent Financial Advisor – Self Employed Consultant – Hybrid/Mayfair

  • Full Time
  • London
  • £60000 per annum GBP / Year
  • Salary: ££60000 per annum

Website LKA Recruitment

Mayfair based fully integrated financial services group, established in 2012 with offices in the UK and Bermuda. The group offers two principle services, Investment Management and Institutional Trading.
You will have:
Professional Qualification
(e.g. Chartered Accountant or A-levels
APFS or ACII or equivalent)
Experience:
Proven Experience as a FCA Approved Wealth Manager
Knowledge
(e.g. working knowledge of UK tax legislation)
Working knowledge of FCA and HMRC regulations
Meeting clients and discussing their finances and financial goals
Researching financial products for clients and explaining their key features and benefits
Negotiating better financial deals with providers on a client’s behalf
Researching financial law changes and economic trends
Reporting their clients’ financial results and investment progress
Supporting investment professionals to cultivate client relationships.

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