At a Glance
- Tasks: Manage high net worth clients and deliver tailored investment solutions.
- Company: Join a nationally recognised wealth management company with a strong reputation.
- Benefits: Competitive salary, car allowance, and comprehensive benefits package.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 80000 - 80000 £ per year.
CFP JOBS is recruiting a Financial Planner to manage a portfolio of high net worth clients.
You will work to plan and execute the annual business plan, acquire new clients, and grow revenues and assets under management, delivering holistic investment solutions via meetings and video calls.
The role emphasizes relationship development, client-focused advice, and a self-driven, professional approach within a nationally recognized wealth management company.
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HNW Wealth Planner | £80k+, Car Allowance & Benefits in Chester employer: CFP JOBS
As a Senior Financial Adviser with us in Norfolk, you will thrive in a supportive and dynamic work culture that prioritises your professional growth and success. Enjoy a competitive salary package, flexible benefits, and the opportunity to earn a six-figure income while working from home and focusing on delivering exceptional financial advice to a professional client base. Our commitment to your development is evident through comprehensive training and resources, ensuring you have everything you need to excel in your role.
