Wealth Planner - Investment House, Mayfair
|Job Title:||Wealth Planner - Investment House, Mayfair|
|Salary:||£70000 - £80000 per annum|
|Contact Name:||James Woods|
|Job Published:||October 10, 2017 14:52|
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.
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