Private Client Consultant

3 weeks ago


Leatherhead, Surrey, United Kingdom Financial Divisions Full time
Key Responsibilities

This is a servicing role that requires a high level of professionalism and attention to detail. You will be responsible for:

  • Managing a portfolio of high net worth clients
  • Providing comprehensive financial planning advice
  • Working closely with our support teams to deliver exceptional client service
  • Maintaining accurate records and reporting

We estimate the salary for this role to be around £75k, based on industry standards and the location of our offices near Epsom/Leatherhead. If you have the skills and experience we are looking for, please get in touch to discuss further.



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