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Wealth Planner

  • London
  • Permanent
  • £90000

Job details.

The Wealth Planning arm of a prestigious Investment Managers are seeking to recruit a Chartered Financial Planner to be based out of their their London headquarters.

The role will involve working closely with an experienced team of Investment Managers leveraging wealth planning opportunities for high value Private Clients with investable assets in the region of £1M-£5M. My client is seeking an experienced Financial Planner with extensive technical knowledge of products across the board. Qualified to Chartered level with gravitas and exceptional interpersonal skills along with the the ability to develop strong in-house relationships with the team of IM’s and a high- level client book.

This client is a leading brand name and can offer genuine longer term career development opportunities within the HNW advisory sector.


  1. Financial Services

Michael Groves

Founder & Key Account Manager

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