Senior Wealth Manager
2 weeks ago
* Provide expert financial planning advice to high-net-worth individuals
* Manage a substantial client base with assets in the £3-4M range
* Develop and implement financial plans to meet clients\u2019 goals and objectives
* Collaborate with the firm\u2019s team to deliver exceptional client service
**Requirements:**
* CII qualified, preferably at or close to Chartered Status
* 5+ years of authorised experience
* Strong technical expertise in financial planning
* Excellent communication and interpersonal skills
* Ability to instill confidence and trust with clients
**What We Offer:**
* Generous employed package
* Formulaic bonus scheme
* Opportunity to work with a highly respected Chartered IFA firm
* Collaborative and dynamic work environment
If you are a skilled Financial Planner looking for a new challenge, please submit your application.
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Senior Wealth Manager
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Senior Wealth Manager
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Liphook, Hampshire, United Kingdom BWD Search & Selection Full timeA highly respected Chartered IFA firm, on a significant growth trajectory, is seeking an experienced Financial Planner to take over a substantial HNW client base in the Hampshire/Surrey region. This long-standing and high-quality client base boasts several clients with assets in the £3-4M range, requiring a strong technical expertise and the ability to...
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Liphook, Hampshire, United Kingdom BWD Search & Selection Full timeA highly respected Chartered IFA firm, on a significant growth trajectory, is seeking an experienced Financial Planner to take over a substantial HNW client base in the Hampshire/Surrey region. This long-standing and high-quality client base boasts several clients with assets in the £3-4M range, requiring a strong technical expertise and the ability to...
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Liphook, Hampshire, United Kingdom BWD Search & Selection Full timeA highly respected Chartered IFA firm, on a significant growth trajectory, is seeking an experienced Financial Planner to take over a substantial HNW client base in the Hampshire/Surrey region. This long-standing and high-quality client base boasts several clients with assets in the £3-4M range, requiring a strong technical expertise and the ability to...
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