Chartered Financial Planner

2 weeks ago


London, Greater London, United Kingdom mbf. Full time

The Wealth Planning arm of a prestigious Investment Managers are seeking to recruit a Chartered Financial Planner to be based out of their their London headquarters.

The role will involve working closely with an experienced team of Investment Managers leveraging wealth planning opportunities for high value Private Clients with investable assets in the region of £1M-£5M.

My client is seeking an experienced Financial Plannerwith extensive technical knowledge of products across the board.

Qualified to Chartered level with gravitas and exceptional interpersonal skills along with the the ability to develop strong in-house relationships with the team of IM's and a high-level clientbook.


This client is a leading brand name and can offer genuine longer term career development opportunities within the HNW advisory sector.



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