Elite Chartered Financial Planner, Wealth Management (City) in London

Elite Chartered Financial Planner, Wealth Management (City) in London

London Full-Time 70000 - 100000 £ / year (est.) No working from home possible
A

At a Glance

  • Tasks: Provide expert financial planning advice, focusing on retirement and estate planning.
  • Company: Join Aldrich & Company Limited, a leader in wealth management.
  • Benefits: Enjoy a competitive salary, bonuses, and comprehensive benefits.
  • Other info: Exciting opportunity for career growth in a dynamic financial environment.
  • Why this job: Make a real impact on clients' financial futures while collaborating with top Investment Managers.
  • Qualifications: Must have at least 2 years of experience with HNW clients and Chartered Financial Planner status.

The predicted salary is between 70000 - 100000 £ per year.

Aldrich & Company Limited is seeking a Chartered Financial Planner in Greater London to provide expert financial planning advice. This pivotal role focuses on retirement and estate planning, emphasizing collaboration with Investment Managers.

The ideal candidate will have at least 2 years of experience with HNW clients and hold Chartered Financial Planner status.

Competitive salary ranges from £70,000 to £100,000 plus bonuses and benefits are offered.

Elite Chartered Financial Planner, Wealth Management (City) in London employer: Aldrich & Company Limited

Aldrich & Company Limited is an excellent employer, offering a dynamic and supportive work culture in the heart of Greater London. Employees benefit from competitive salaries, comprehensive benefits, and ample opportunities for professional growth within a collaborative team environment, making it an ideal place for those seeking meaningful and rewarding employment.

A

Contact Details:

Aldrich & Company Limited Recruitment Team

We think you need these skills to ace Elite Chartered Financial Planner, Wealth Management (City) in London

Financial Planning
Retirement Planning
Estate Planning
Collaboration
Investment Management
High Net Worth (HNW) Client Experience
Chartered Financial Planner Status