Further to the above requirements individuals who possess the following experience or skills would be advantageous:
• Experience of advising on life assurance, pension and financial planning issues. • Confident when dealing with sophisticated clients and complex investment portfolios. • Able to proactively review existing portfolios and initiate ideas to maximise investment strategies for clients. • Knowledgeable of strategic asset allocation, investment markets, structuring and lending. • Able to focus on maximising revenue out of client base where appropriate to client needs.
To learn more about this opportunity and similar opportunities please contact Joseph Chesters for a discreet and confidential conversation, +44 203 170 7815.
Joseph Chesters
ChesterWoodConsulting LLP
+44 203 170 7815
WM/CA