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Wealth Planner

  • Location

    Edinburgh

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £60000 - £80000 per annum, Benefits: Bonus + Benefits

  • Contact:

    Graeme Winn

  • Contact email:

    graeme.winn@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    GW0911/EDIN

  • Published:

    4 months ago

  • Duration:

    n/a

  • Expiry date:

    2018-12-07

  • Startdate:

    2018-11-09

  • Consultant:

    #

A reputable and established Investment Management firm are expanding their Edinburgh based team with an additional Wealth Planner.

This is a newly created role due to continued growth as the business continues to increase its presence in Scotland.

This opportunity will suit somebody with strong experience with the HNW/UHNW market who enjoys owning the client relationship. Experience with offering holistic advice to clients is required for the successful candidate as well as having some existing relationships to ensure you can hit the ground running.