Jobs

Senior Chartered Financial Planner, Wealth Management firm, Mayfair

Posted 1 month ago
Salary
£100,000/ANNUAL
Location(s)
Work from home
Type
Permanent

The Wealth Planning division of a high quality, long established, Investment House in Mayfair are looking to add to their team of Chartered Financial Planners

You will be responsible for providing exceptional advice and service an substantial existing book of HNW & UHNW clients, whilst working closely with their Investment Managers to leverage further business internally and grow the book.

Candidates must hold CII Chartered Financial Planner status and will ideally have experience within a wealth management setting.

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