Independent Financial planner - London

Base to £100,000 + benefits + bonus
Ref: 320 Date Posted: Monday 25 Jan 2021
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Role:-                                    Wealth Management IFA

Location:-                              London

Base Remuneration:             £80 - £100 000 + benefits + bonus


As a successful Wealth Planner you will be joining an organisation that will allow you to provide your clients with access to Banking, Discretionary Investment Management and Financial Planning.

Their service is suited to the needs of HNW and UHNW clients who demand an exceptional level of service, supported by modern technology.

Due to their profile and positioning within the market place the Wealth Planning practice is also developing excellent business links with professionals including leading City solicitors resulting in referrals of business.  You may, if you wish benefit from these opportunities.

You will be assured of full paraplanning and administrative support as well as the ongoing support of the Head of Wealth Planning; however, you will not require much in the way of direct supervision.       

You will be a proven asset gatherer with an existing book of business, that over an agreed period time you will be able to bring across. You will have the relevant level of qualifications and regulatory clearance. You need to have gravitas and presence; be a good culture-fit; and enjoy working in a low conflict team-centric environment that operates with complete transparency.

Should this appeal please call David on 0797 999 6365, or email 

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