Wealth Planner: Inherit Prime Client Book

4 days ago


Burgess Hill, United Kingdom mbf. Full time

A successful wealth management firm in the UK is seeking experienced Financial Planners to inherit a client book of 150-190 high-quality clients. The role offers a base salary of £40,000-£50,000, with an OTE of £100,000+ through bonuses. Candidates should have at least 2-3 years of advisory experience and Level 4 qualifications. This position allows for flexible working with essential office attendance only 1-2 days per week.
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