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Financial Planner - Investment House, Belfast

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £50000 - £70000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    over 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Due to succession planning, the Financial Planning division of a leading, global Investment Management firm is seeking a high calibre individual to take over the client base of a retiring Director.  

The successful candidate would work closely with this individual to transition their HNW client base, whilst also developing internal referral relationships with the discretionary investment managers. 

Due to the quality of both the client base and the internal introducer network they are seeking a high quality, technically strong, Financial Planner with high net worth client exposure.