Chartered Financial Adviser
Strabens Hall requires a bright and articulate individual to join the Adviser Team at its offices in Soho, London W1.
Job Role: Chartered Financial Adviser
Contract: Permanent Full Time
Location: London (UK)
Established in 2007, the firm employs circa 20 people and provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad.
The firm acts for a wide range of clients, and is recognised as being a leader in its field by both third party professionals and industry media, having been awarded City Wealth Magic Circle award – Financial Advisory Firm of the Year – for two years running and shortlisted for 2020.
The main accountabilities of the role are:
- Developing a client base and acting as the main point of contact, focussing on individuals with typically in excess of £1m of investable assets
- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets, with support from the Technical Team
- Contributing to the continued improvement of the client experience and the firm’s knowledge base
The successful candidate will be a Chartered Adviser, with a minimum of five years’ experience of dealing with complex planning situations and able to demonstrate their proven ability to generate new business through their own networks.
The core hours are 09:00 to 17:30 Monday to Friday, but at times there will be a requirement to work outside these, including attendance at events the company organises for clients and professional connections.
Who will this role suit?
The role will suit an individual with a positive and dynamic attitude who also has a strong and conscientious work ethic, and is keen to get broad-based experience across financial planning and investment management at a leading advisory firm.
Support for professional study is available and the company actively encourages staff to progress their careers.
Compensation will be agreed with the successful candidate in line with their experience, to include salary, potential bonus and benefits.
Why work with Strabens Hall?
Strabens Hall is a multi-award winning firm, recognised for its professionalism and standards throughout the industry. Amongst its employees, past and present, it is rated 5* (see glassdoor review here ).
Our team are a group of talented individuals from different backgrounds and ages, with differing skillsets, and we work with a collegiate approach where we value individual’s ideas and opinions.
We have regular team social events and outings twice a year and ensure we keep our employees’ wellbeing at heart, currently taking every precaution seriously in the workplace to adhere to the prescribed covid safety measures.
Additional perks come as standard:
- Competitive salary
- Company Pension and health care scheme
- Season ticket scheme
- Cycle to work scheme
- Centrally-based offices in the heart of London with access to multiple methods of transport and allowing you access to a huge variety of restaurants, cafes, bars and shops
Contact us here with your CV to discuss in more depth.
Are you interested in joining the Strabens Hall team?
If you would like to apply for the above position please send your CV, with a covering letter by email, to firstname.lastname@example.org. Please use the job title as the email subject.