Wealth Planner

Posted 5 March by MB Fitzgerald

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 DipPFS as a minimum and will have had exposure to HNW private clients. This is a first class opportunity to work for a leading brand name offering a first class working environment.

Reference: 33454922

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