OUTSTANDING OPPORTUNITY - BRAND NEW VACANCY - CITY OF LONDON
- Chartered Financial Planner or Client facing Chartered Paraplanner
- Up to £85k basic salary plus equity
- Succession plan role (5 years)
- Manage all existing clients with a gradual handover
- Average client has £3m - £5m invested
- City of London offices
- Clients are Bankers, Lawyers, Entrepreneurs, City professionals
- Pensions, investments, estate planning, IHT, CGT
- VCT/EIS and other technical schemes
- 3 - 4 days in the office per week
- Full administration and paraplanning support is available
For more details please get in touch - Peter at Financial Divisions.
Contact Details:
Financial Divisions Careers Recruitment Team
