High Net Worth Financial Strategist
1 week ago
Financial Planning Director Role Overview
About the Company
Our client, a leading Investment House in the UK, is seeking an experienced Financial Planning Director to join their London team. With a strong reputation for delivering high-value client services, this is a great opportunity to build your career with a trusted brand name.
Job Description
As a Financial Planning Director, you will inherit an existing portfolio of clients and work closely with a large team of in-house Investment Managers to expand your client base. You will receive dedicated support from paraplanning and administration teams, as well as access to subject matter experts and marketing resources.
Key Requirements
To succeed in this role, you will need at least 5 years of experience in financial planning, with a proven track record of building relationships with professional stakeholders and managing high net worth private clients. A Chartered qualification is desirable but not essential.
What We Offer
In return for your expertise, our client offers a competitive salary of up to £110,000, plus an extensive benefits package and bonus structure. Our company prioritizes professional development and offers routes to progress depending on your desired career path.
Location and Salary
This role is based in London, with a salary range of £90,000 - £110,000 + bonus, making it an attractive opportunity for experienced Financial Planners.
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