High Net Worth Financial Planner
6 days ago
Salary up to £65,000 + OTE | Hybrid / Flexible Working | Exeter Outskirts
Are you a seasoned Financial Advisor looking for a new challenge? Cathedral Appointments Ltd is seeking a highly experienced professional to join our team on a full-time permanent basis.
About the Role:- Provide personalized financial advice to high net worth individuals
- Conduct comprehensive financial analysis to develop tailored recommendations
- Monitor and review client portfolios to ensure optimal performance
You will have a minimum of 5 years' experience as a Financial Advisor with CII Level 4/LIBF qualifications or higher. Your experience working with HNW UK private clients and a successful track record of delivering financial planning and investment management services are essential.
Why Choose Us:- Competitive Salary
- Hybrid / Flexible working arrangements
- Access to a Discretionary health cash plan
- Life assurance scheme (3x annual salary)
- Employee assistance programme
- Employee discount
- Free onsite parking
- Store discount
- Your birthday as a day off
- Group Income Protection scheme
- Enhanced pension contributions
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