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Financial Planner

Job Specification

Financial Services
London, Hybrid home working

Overview

Our client is looking for a Financial Planner to join their rapidly growing wealth management firm in the UK. Supporting wealth managers and personal investors with complex financial needs.

The successful candidate will provide tax and financial planning advice to the firms clients in personal taxes, insurance, pensions, trusts, estate management and wrap schemes. Managing a personal portfolio of high net worth clients and will be expected to produce a personal revenue contribution in excess of £150k per annum.

Seek new business, both from new and existing clients, working closely with the investment managers and marketing staff.

No clients expected

£80-£100k basic + Bonus

 

Salary £80,000 - £100,000

+ Bonus

Speak to one of our consultants 0203 764 2350



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