Senior IFA & Entrepreneurial Wealth Planner

Senior IFA & Entrepreneurial Wealth Planner

Full-Time On-site
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Senior Financial Planner (IFA) role at Anesi Advisors in central London. We are building a high-touch, planning-led wealth service for entrepreneurs, backed by an active deal pipeline and equity participation.

You will lead relationships with a select group of high-net-worth clients, delivering holistic cashflow-led plans across investments, pensions, tax and estate planning, while shaping our advisory process and client experience for long-term value.

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Contact Details:

Anesi Advisors Ltd. Recruitment Team