Senior Wealth Planner

Posted 4 June by MB Fitzgerald Easy Apply

An excellent opportunity has now arisen for an experienced Wealth Planner to join a well established, multi-national and highly respected Wealth Manager. The role on offer will be for a confident, professional and ambitious individual to take on some of the companies most affluent clients. Based within the London office, you will be provided with a high quality book of clients but will also have a close working relationship with the Investment Managers and will be working from their leads to provide holistic financial advice to clients which range from company Directors to multi-millionaire entrepreneurs. This is very much a role focussed on client service and the successful candidate will be qualified to a Chartered level as a minimum although candidates within two exams may be considered. This is a first class opportunity to work for a leading brand name offering a first class working environment.

Reference: 33454844

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job