UHNW Planner: Inherit Premier Client Book, Home-Based
UHNW Planner: Inherit Premier Client Book, Home-Based

UHNW Planner: Inherit Premier Client Book, Home-Based

Full-Time No home office possible
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A leading financial advisory firm in the UK is looking for an experienced Financial Planner to inherit a high-quality client book consisting of 200 ultra-high-net-worth families. This role offers an exceptional opportunity for client relationship management with a focus on maintaining the legacy of service. You will work closely with a retiring adviser for a smooth transition while having full paraplanning and sales support. The position is home-based with flexible working arrangements and uncapped earning potential. #J-18808-Ljbffr

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Contact Detail:

mbf Recruiting Team

UHNW Planner: Inherit Premier Client Book, Home-Based
mbf
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  • UHNW Planner: Inherit Premier Client Book, Home-Based

    Full-Time
  • M

    mbf

    50-100
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