Wealth Planner - London

Base to £100,000 + benefits + bonus - Financial Advice
Ref: 320 Date Posted: Tuesday 27 Nov 2018
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Role:-                                    Wealth management IFA

Location:-                              London

Base Remuneration:             £60 - £100 000 plus 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 ideally 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.

The candidate can be assured of full paraplanning and administrative support as well as the ongoing mentoring and guidance of the Head of Wealth Planning; however, they should not require much in the way of direct supervision once probationary period completed.       

The ideal candidate should be a proven asset gatherer with an existing book of clients, ideally immediately transportable, but if not then subject to restrictions of not more than 6 months. They should have the relevant level of qualifications and regulatory clearance. They need to have gravitas and presence; be a good culture-fit; and be prepared to operate in a low conflict team-centric environment with complete transparency.

Should this appeal please call David on 0797 999 6365, or email david@keillar.com