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Wealth Planner - Investment House, Mayfair

  • Location

    London

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £70000 - £80000 per annum

  • Contact:

    James Woods

  • Contact email:

    james.woods@bwd-search.co.uk

  • Contact phone:

    0113 274 3000

  • Job ref:

    JTW%2F9573

  • Published:

    over 1 year ago

  • Duration:

    n/a

  • Expiry date:

    2017-11-07

  • Startdate:

    2017-06-23

  • Consultant:

    #

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.