UHNW Financial Planner – Ready-Made Client Bank

UHNW Financial Planner – Ready-Made Client Bank

Full-Time No working from home possible
Jenson Fisher
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
Jenson Fisher

Contact Details:

Jenson Fisher Recruitment Team