img
Permanent

Financial Planner

Maidenhead
money-bag 80000.00-80000.00 Annual
3182043782
Posted Today

Senior Financial Planner - HNW and UHNW Clients Home Counties and London Hybrid Working Competitive salary: £80,000 - £110,000 (flexible) plus bonus (OTE £170,000) Are you an experienced Financial Planner looking to step into a truly relationship-led, senior advisory role? We are working with a highly regarded, independent Chartered Wealth Management firm that is seeking an accomplished Adviser to take over an established portfolio of High Net Worth and Ultra-High Net Worth clients across London and the Home Counties. As part of a long-term succession plan, the firm''s Director is stepping back from day-to-day client responsibilities and is looking for a trusted, experienced Adviser to assume responsibility for longstanding relationships while continuing to grow the client base. With the existing advisory team at full capacity, this represents a rare opportunity to inherit a well-managed, high-quality book and make an immediate impact. Typical clients are business owners and entrepreneurs with £2.5m+ AUM and complex planning needs, who value long-term, holistic advice delivered through a whole-of-market proposition. The Opportunity Based from the firm''s Marlow office, you''ll work in a collaborative yet autonomous environment, with a hybrid structure of three days in the office and two from home. You''ll be fully supported by dedicated Paraplanning and Administration, allowing you to focus on what you do best: building deep client relationships and delivering ..... full job details .....

Other jobs of interest...

Brevere Group
St. AlbansToday
money-bag10000-500000 Annual
Blakemore Recruitment
LondonToday
money-bag80000.00-80000.00 Annual
JohnstonGreer
CityToday
money-bag50000.00-50000.00 Annual
Forvis Mazars LLP
Sutton
money-bag10000-500000 Annual
Forvis Mazars LLP
Sutton3 days ago
money-bag10000-500000 Annual
Pinstripe Personnel
London1 week ago
money-bag100000.00-100000.00 Annual
Pinstripe Personnel
North London2 weeks ago
money-bag£100,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!