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Financial Planner - Investm...

Financial Planner - Investment House, Belfast

Job Title: Financial Planner - Investment House, Belfast
Contract Type: Permanent
Location: Belfast
Industry:
Salary: £50000 - £70000 per annum
Start Date: 2017-09-07
Reference: JTW%2F3727
Contact Name: James Woods
Contact Email: james.woods@bwd-search.co.uk
Job Published: January 09, 2018 14:05

Job Description

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.