Wealth Planner/Senior Wealth Planner - London, Investment House
other jobs BWD Search & Selection
Added before 7 Days
- England,London,City of London
- Full Time, Permanent
- £60,000 - £110,000 per annum
Job Description:
Full job descriptionThe Wealth Planning division of a mid-sized, independently owned Wealth Management firm in London who are looking to recruit both a Wealth Planner and a Senior Wealth Planner to their team.
Clients are HNW and advice is typically complex. You will take over an existing client base and work with new clients referred internally via their Investment Managers. Unusually for a firm of this type, there is genuine opportunity to become an Equity Partner within the business.
Salary is up to £85K for the Wealth Planner role, and £110K for the Senior Wealth Planner position, plus excellent benefits and bonuses.
Get in touch for more info
Clients are HNW and advice is typically complex. You will take over an existing client base and work with new clients referred internally via their Investment Managers. Unusually for a firm of this type, there is genuine opportunity to become an Equity Partner within the business.
Salary is up to £85K for the Wealth Planner role, and £110K for the Senior Wealth Planner position, plus excellent benefits and bonuses.
Get in touch for more info
Job number 3986139
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Company Details:
BWD Search & Selection
Company size: 20–49 employees
Industry: Financial Services
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