Senior Wealth Planner

  • Location

    City of London, London

  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    £70000.00 - £100000 per annum + comprehensive bonus & benefits

  • Contact:

    Samuel Rawlings

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


A long established leading global Wealth Advisory organisation is currently seeking to recruit for a Senior Wealth Planner to be based out of their London offices.

They are seeking an experienced Wealth Planner with market gravitas to come in and provide technical advice covering all areas of holistic financial planning.

You will be providing the highest level of service to an established book of UHNW clients with investable assets ranging from £3-£10M per client.

Furthermore, there is the option to take a lead role in the Financial Planning Group's investment committee. Candidates will ideally have attained Chartered status and made progress in advanced qualifications such as AF7 or AF3.

This client offers a mature and professional working environment and can offer the flexibility to work from home 1-2 days a week.

This truly is a market leading opportunity, not only for the brand, working environment, flexible working and exceptional salary but the fact they genuinely hold high staff retention, which we believe is due to their unique approach.