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Wealth Planner - Investment House, Mayfair jobs in London South East


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Wealth Planner - Investment House, Mayfair

london south east

The Wealth Planning division of a high quality Investment House firm in Mayfair are looking to recruit an additional Wealth Planner to their team. This vacancy offer will focus on offering complex financial planning advice (around areas such as pension transfers, lifetime allowance issues, estate planning and tax efficient investments) to new and existing HNW/U HNW private clients. The wealth planning team benefits from a constant stream of client referrals from their larger investment management counterpart, ensuring this is a vacancy where you will spend your time in front of very high quality clients, rather than seeking them out. The firm has a very professional, ethical, client-centric approach and genuine focus on offering the best possible advice.Candidate must be at, or close to, Chartered status and have relevant advisory experience.

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