Financial Planner/Wealth Planner - no client bank needed
5 days left
- Full Time
We are working with a high end boutique firm, who are keen to appoint an experienced Financial Planner to work with their existing clients. The firm typically works with professionals, who have both high incomes and assets that need managing. The firm provides a high touch service and covers all areas of financial planning and investments. It is a rare role where the client doesn’t expect someone to transfer a book. The firm is also not sales focused.
Applicants must be Chartered Financial Planners and have worked for either a specialist IFA firm, which works with high net worth individuals, or for a private bank or investment management firm. The successful appointee will have both strong written and verbal communication skills. You will also enjoy delivering a high quality service and must be able to work as part of a team.
Salary: to £85K + bonus + benefits