Wealth Planner (Bedford) - Northern Home Counties

Basic to £70,000 + benefits + bonus - Financial Advice
Ref: 451 Date Posted: Friday 29 Nov 2019
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Title:                    Wealth Planner

Location:            Bedford

Remuneration:    Basic of circa £70,000 + benefits + bonus

No clients required as you will be taking over an established and well managed book of clients from an adviser leaving the industry.  If you do have clients then there is some room for negotiation around the package.

The clients are based to the north of London and into London and there is also a London office for meetings.  You will benefit from a structured hand over from the retiring adviser as well as full paraplanning and admin support.

While this is not a business development role, you will have opportunities to further develop the client base.

You should be strong in the areas of investment, estate planning and tax mitigation.

Chartered status, would be ideal but is not essential.

For further details please contact David on 0797 999 6365, or email david@keillar.com

 

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