James Phillip Financial Recruitment is partnering with a local Wealth Management firm in Greater London to appoint a Chartered (or near) financial planner to join a specialist practice. The role is employed, offering support from paraplanners, sales support and analysts to deliver bespoke advice to a client base of HNW and UHNW individuals.
The firm manages a substantial portfolio (~£40m) and provides a clear progression path, a competitive base salary up to £85,000 plus bonus, and a benefits
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Chartered Wealth Planner | Manage £40m HNW/UHNW Portfolio employer: James Phillip Financial Recruitment
Join a local award-winning Chartered Wealth company that prioritises employee growth and development, offering a clear pathway to advance into key leadership roles such as the SMF16 Compliance Oversight Function holder. With a strong commitment to compliance excellence and a supportive work culture, employees benefit from ongoing training, a collaborative environment, and the opportunity to make a meaningful impact in the financial services sector while upholding the highest industry standards.
Contact Details:
James Phillip Financial Recruitment Recruitment Team
