Wealth Planner - London

Salary to £100,000 + bonus + buy out
Ref: 142 Date Posted: Monday 25 Jan 2021
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Wealth Planners

Around M25 Corridor

If you are an experienced Financial Planner, ideally Chartered then the following opportunity may be of interest.  A newly established company (backed by significant institutional backing and an experienced management team) are creating a new practice, based in Buckinghamshire but with easy access to London City and West End. 

All systems and processes are designed for the post RDR world, with the client at the heart of the process.  The 'Investment Proposition' is outsourced and so you can concentrate on looking after your clients knowing the money is being professionally managed.

As an adviser the relationship you have with your clients and Introducers will also be valued.  There is the basic salary and bonus scheme but also their will be an agreed value placed on your clients a value that can be realised.  This should be attractive to advisers thinking about exiting the business as well as those still growing their client relationships.

Please call David Hill on either 020 7101 2801, or email david@keillar.com for an initial discussion.

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