Wealth Planner - Investment...

Wealth Planner - Investment House, Mayfair

Job Title: Wealth Planner - Investment House, Mayfair
Contract Type: Permanent
Location: London
Salary: £70000 - £80000 per annum
Start Date: 2017-06-23
Reference: JTW%2F9573
Contact Name: James Woods
Contact Email:
Job Published: October 10, 2017 14:52

Job Description

The Wealth Planning division of a high quality Investment House firm in Mayfair 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. 

The wealth planning team benefits from a constant stream of client referrals from their larger investment management counterpart, ensuring this is a role where you will spend your time in front of very high quality clients, rather than seeking them out.  

The firm has a highly professional, ethical, client-centric approach and genuine focus on providing the best possible advice. 

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