UHNW Financial Planner – Ready-Made Client Bank
UHNW Financial Planner – Ready-Made Client Bank

UHNW Financial Planner – Ready-Made Client Bank

Full-Time No home office possible
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A prestigious boutique Wealth Planning firm in Greater London is seeking a Financial Planner to manage an existing client bank of 80-100 high worth clients. The ideal candidate will be responsible for client relationship management and acquiring new clients through proactive business development. You will receive mentorship from a Director, ensuring compliance and high-quality service throughout. A strong financial planning background and the CII Diploma in Regulated Financial Planning (DipPFS) are essential for this role. #J-18808-Ljbffr

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Contact Detail:

Jenson Fisher Recruiting Team

UHNW Financial Planner – Ready-Made Client Bank
Jenson Fisher
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