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Wealth Planner - Investment Management firm, West End

  • £60000 - £80000 per annum

  • Ref


  • Contact Name |James Woods

The Wealth Planning division of a high quality Investment House firm in the West End are looking to recruit an additional Wealth Planner to their team. The role will focus on providing complex financial planning advice (around areas such as pension transfers, lifetime allowance issues, estate planning and tax efficient investments) to new and existing HNW/UHNW private clients (typically £1m+). 

The wealth planning team benefits from a stream of client referrals from their investment management colleagues, ensuring this is a role where you will spend your time in front of very high quality clients.  The firm has a highly professional, ethical, client-centric approach and genuine focus on providing the best possible advice. 

Candidate must be at, or very close to, Chartered status and have relevant advisory experience.


CONTACT US 0113 274 3000