A London wealth management firm seeks a Chartered Financial Planner to join its advisory team, taking over an established client base and delivering holistic planning across pensions, investments and retirement planning.
This client-centric role includes annual reviews, strong governance, and full paraplanning and admin support. Inheriting a substantial recurring-income client bank from day one, with a competitive basic salary and bonus.
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Elite Chartered Financial Planner - Inherited Book, London employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.