Wealth Planner

We are currently recruiting for an experienced Wealth Manager to join the financial planning arm of our investment management client. We are looking for candidates who are Chartered Financial Planners, or very close to achieving Chartered status.

You will provide full service financial planning advice to existing and new clients (referred by the Investment Managers) with a focus on on retirement and estate planning.

The role is London based along with the rest of the team but longer term the role may progress to also having responsibility for one of the regional offices, depending on your own location. They have a hybrid working policy of 3 days a week in the office, with flexibility when required/needed.

The team are highly respected and well liked within the business so you will have confident ability to build internal relationships with the IM’s and be comfortable working independently in a small team without micro-management.

The basic salary is up to £85k depending on qualifications and experience, plus an annual bonus.