The Wealth Planning division of a mid-sized, independently-owned Wealth Management firm are looking to recruit a Wealth Planner to their office in North West London. Working with both internal (investment managers) and external introducers, you will advise high net worth clients (typically £1M+) on, often complex, holistic financial planning. Candidate must hold CII Chartered Status, or be on the cusp of achieving this. Get in touch for more details.
Back to searchWealth Planner Chartered Financial Planner - North West London
BWD Search & Selection
Posted 21 days ago, valid for 24 days
London, Greater London EC1R 0WX
£44,000 - £55,000 per annum
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- The Wealth Planning division of a mid-sized Wealth Management firm is seeking a Wealth Planner in North West London.
- The role involves advising high net worth clients, typically those with £1M+ in assets, on complex financial planning.
- Candidates must hold CII Chartered Status or be close to achieving it.
- Experience in working with both internal investment managers and external introducers is essential.
- Salary details are not specified, but candidates should have relevant experience in wealth planning.
