Chartered Financial Planner

  • Location

    City of London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    To £110,000

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Published:

    11 months ago

  • Expiry date:

    2019-12-05

  • Consultant:

    #

We are currently working on an exclusive basis with one of the markets most prestigious Wealth Management businesses who are looking to recruit a high quality Financial Planner to be based out of their City of London offices.
Their current requirement is for an experienced Financial Planner to join their business to service a high quality client book which is being left by a number of planners approaching retirement. These Advisers have had a long and prosperous careers and are leaving behind a book of over £50M which will require the highest level of client service. This is a very rare opportunity to join a leading business that is offering a large client bank which will pretty much make an Advisers career. There will be aspects of new business development working closely with in-house IM's but the primary focus is servicing this varying book of UHNW clients ranging from £2M to £30m+ of investable assets.
In return for this exceptional client bank, the employer are seeking a high quality Chartered Financial Planner with experience dealing with clients at the top end of the market within an UHNW remit.
Applicants will have 4+ years experience in the market providing advice to private clients. The package on offer will be completely dependent on the successful candidate - range is from 70k -110k+ plus bonus and benefits. The final offer will depend on a candidates experience, qualifications and fit for the role.