Wealth Planner

Posted 27 April by MB Fitzgerald
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A leading City of London investment house is currently in the market for a high quality Wealth Planner to join their successful team.

This is an ideal opportunity to run and further develop your own portfolio of great quality clients. The role is unique, challenging but highly rewarding and a special talent is required to meet the challenge.

You will be an important part of their highly dynamic and creative team and will be expected to contribute your thoughts and ideas as they continue to challenge and innovate within the profession. You will be mentored by some of the UK's leading independent financial planning practitioners, all intent on making you the very best that you can be. The right candidate is likely to progress, in the firm and accept increased responsibilities, as well as rewards.

My client is a wealth management consultancy built on honesty, integrity and trust. Multi award-winning wealth managers - they provide solutions to the five key financial concerns of successful executives and entrepreneurs.

You will currently be a qualified CF30, ideally level 6 six chartered (or close to it) adviser. You are likely to be relatively early in your career and keen to find the right firm to provide the launch pad for the next stage and a team that will help you become the best that you can be.

Your role will involve regular face-to-face and telephone client meetings, providing high quality independent advice to an existing portfolio of Capital clients, you must also be comfortable nwetworking and developing new business.

An excellent long term career option for a motivated individual seeking seeking to maximise their earning potential.

Reference: 41438338

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