Financial Planning Director

4 weeks ago


London, United Kingdom Bruin Full time

A great opportunity has arisen for an experienced Independent Financial Adviser to join a successful, ambitious Wealth Management Firm.

You will be working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients where daily duties will include;

  • Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning.
  • Develop business relationships with current HNW clients with complex arrangements.
  • Tax-efficient cash flow strategies.
  • Optimise Investments.
  • Be responsible for growing your client bank with the support of a marketing and BDM team

I am seeking a candidate from a strong client facing Financial Planning background used to dealing with HNW and UHNW clients. You should be Chartered or working towards and having a client book to bring might be a positive too.


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