Financial Advisors

Lombard Private Clients specializes in helping entrepreneurs, business owners, and affluent families achieve financial freedom and long-term well-being. Guided by the principles of Clarity, Simplicity, and Impact, the company offers tailored financial strategies for securing our clients' financial independence.

With services like the 360 Exit Review, Lombard Private Clients provides actionable insights into business valuations and exit readiness. Partnered with St. James's Place Wealth Management, Lombard Private Clients is committed to delivering exceptional regulated financial solutions.

This is a full-time hybrid role based in the City of London, with flexibility for some remote work. As a Financial Advisor at Lombard Private Clients, you will be responsible for providing comprehensive financial advisory services to clients, including retirement planning, investments, and financial planning. You will work to understand each client's unique goals and develop tailored strategies to help them achieve financial independence.

The role requires ongoing client relationship management, market analysis, and staying updated on financial planning and regulation.

CAS qualified only, must currently hold Competent Adviser Status

• Experience in Financial Planning and Retirement Planning
• Strong knowledge of Finance and Investments
• Proven expertise in providing Financial Advisory services
• Excellent communication and interpersonal skills to build and maintain client relationships
• Ability to assess client needs and develop customized financial strategies
• Relevant certifications and qualifications in financial planning, such as DipFA or equivalent
• Up-to-date understanding of financial regulations and compliance