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Form of work One of the most prestigious and highly respected names in the wealth management industry are seeking two Wealth Planners to their London team.
Managing existing client relationships, and working closely with colleagues in Portfolio Management, the role will involve providing complex wealth planning solutions to high net worth, and ultra high net worth, clients typically across retirement planning, estate planning and tax structuring advice.
Clients of the firm typically have minimum portfolios of £3M+, many have £20M-50M+. There are very few businesses consistently operating at the same client level as this firm. You will initially focus on clients in the £3M-20M range, with the opportunity to progress, take on larger clients, and push towards a Director level role in the future.
Candidates will ideally be Chartered Financial Planners, preferably with experience with Private Bank, Investment House, or quality IFA backgrounds.
In addition to a highly competitive basic salary are exceptionally generous benefits and bonuses.
