Details.
Sterling & Law is seeking an ambitious, self-employed wealth manager to provide services across London, the Home Counties or the South of England. Responsibilities include designing and implementing personalised wealth management strategies, providing tailored investment advice, monitoring client portfolios, and keeping up to date with financial markets, regulatory changes and macroeconomic trends. The role includes investment advice, risk management and estate planning for high-net-worth individuals. Applicants should have a proven track record in wealth management, exceptional communication skills, experience meeting diverse client needs, experience in intergenerational wealth succession planning, an understanding of inheritance tax and other tax mitigation strategies, and the ability to build lasting client relationships. The required qualification is the Level 4 Diploma in Financial Services or equivalent. Benefits include competitive retainer packages with tiered retention rates of over 80% of gross fees, hardware and software, bespoke business development and financial product training, marketing and administrative support, flexible working, and paraplanning and compliance support.