High Net Worth Financial Strategist

1 week ago


London, Greater London, United Kingdom Recruit Uk Ltd. Full time

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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