Senior Wealth Planner

  • Location

    City of London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £85000 - £100000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3708_1654585039

  • Published:

    26 days ago

  • Expiry date:

    2022-07-07

  • Consultant:

    Michael Groves

Our client is a leading Financial Services organisation, specialising in providing complex Financial Planning and Investment Management service to HNW and UHNW private clients, Charities and Families.

Due to an internal promotion, an excellent opportunity has arisen for an experienced Chartered Wealth Planner to join the team in the London office based in Mayfair but with a hybrid working offering. Candidates must have a background in providing complex advise within a HNW environment. There is a good quality active client book that will be provided although candidates will also be expected to help drive new business via referrals and developing relationships with in-house IMs.

The ideal candidate will be qualified to Chartered status with an in depth knowledge across all aspects relevant to financial planning for HNW clients, as well as possessing strong people management and business development skills.

This is an excellent opportunity to work for a leading brand name offering a first class, flexible working environment along with a highly competitive remuneration package.