At a Glance
- Tasks: Advise high-net-worth clients on tax and investment planning while nurturing leads.
- Company: Established financial firm with over 25 years of experience in the region.
- Benefits: Attractive compensation, professional growth opportunities, and a supportive work environment.
- Other info: Dynamic role with a focus on building lasting client relationships.
- Why this job: Join a respected firm and make a real difference in clients' financial futures.
- Qualifications: Proven experience in financial planning and strong networking skills.
The predicted salary is between 49500 - 60500 £ per year.
Financial Planning Today seeks a seasoned Financial Planner to advise and service a growing client bank across tax and investment planning.
The firm, with 25+ years in the region, feeds a robust HNW client base and longstanding relationships.
You will cover the full spectrum of financial planning, advise existing clients, generate new business from your connections and referrals, and nurture leads from professional networks to maximise opportunities.
#J-18808-Ljbffr
Wealth Planning Advisor for HNW Private Clients employer: Financial Planning Today
Financial Planning Today is an exceptional employer, offering a dynamic work environment in the heart of London at Chancery Lane. With a strong emphasis on professional development, employees benefit from ongoing training and mentorship opportunities, fostering growth within the wealth and investment sectors. The collaborative culture encourages initiative and innovation, making it a rewarding place for those looking to make a meaningful impact in financial planning.
