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
UHNW Financial Planner – Ready-Made Client Bank employer: Jenson Fisher
Jenson Fisher is an excellent employer, offering a supportive work culture that values flexibility and employee growth. Located in Dundee, Scotland, this part-time Financial Controller role provides an attractive salary alongside opportunities to enhance your financial expertise within a dynamic SME environment, making it a rewarding place for professionals seeking meaningful employment.
