Integrated Talent Partnership
The client, a boutique financial advice firm specialising in high-net-worth clients, is seeking an Independent Financial Advisor. This role involves advising clients on investment, pension, and tax strategies to optimise their assets and achieve their financial objectives. The advisor will be responsible for assessing clients' financial situations, evaluating existing provisions, and providing tailored recommendations to enhance their financial well-being.
My client is a boutique financial advice firm which works with HNW clients by advising them through investment, pension and tax choices. They are looking for an Independent Financial Advisor to work with clients in making recommendations on ways to best utilise their assets to achieve their financial goals.
This role will see you discovering their financial circumstances, current provisions and fu…
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