Wealth Management Professional

3 weeks ago


Epsom, Surrey, United Kingdom Financial Divisions Full time
About the Role

The successful candidates will have a background in an independent wealth planning firm, preferably Chartered or aspiring to achieve Chartered status. They will be responsible for servicing clients, developing relationships and contributing to the growth of the company.

With a salary range of £60,000 - £65,000 (negotiable) + bonuses, this role offers excellent compensation and benefits. Additionally, employees enjoy 25 days' holiday + bank holidays, bonuses based on validation and initial advice fees, and full support from a pooled team.



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