Senior Wealth Manager
4 days ago
This position involves servicing existing high net worth clients and developing new relationships, providing expert advice on pension, investment, and protection strategies.
Key Responsibilities:
- Servicing existing high net worth clients
- Developing new relationships with HNW clients
- Providing expert advice on pension, investment, and protection strategies
About You
To be successful in this role, you will have extensive experience in financial planning (CAS, FCA registered) with a strong track record in providing pension, investment, and protection advice to private clients.
Your Benefits
The company offers an attractive advisory role with a salary up to £70,000 and excellent bonus potential through initial fees, new business, and recurring income.
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Financial Planning Expert
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