Wealth Planning Specialist

4 days ago


Leatherhead, Surrey, United Kingdom ZipRecruiter Full time
HNW Financial Advisor

We are seeking an experienced HNW Financial Advisor to join our team and provide exceptional service to our high net worth clients.

About the Role:
  • Work closely with our Managing Director to deliver tailored financial solutions to our clients.
  • Develop and implement comprehensive financial plans that meet the unique needs of each client.
  • Build and maintain strong relationships with clients to drive business growth and success.
Benefits:
  • Competitive salary: £70,000 - £90,000 (negotiable)
  • Performance-based bonuses: up to 25% of new business initial fees
  • Attractive benefits package and generous holiday allowance
  • Opportunity to work with a dynamic team and contribute to business growth
Skills and Qualifications:
  • Proven experience in HNW financial advisory services
  • Strong understanding of financial markets and regulations
  • Excellent communication and interpersonal skills


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