Wealth Planner - UHNW Market Leader


Company 

BWD Search & Selection

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£80,000 - £85,000 Per Annum

Job Requirements/Description
One of the most prestigious and highly respected names in the wealth management industry are seeking a Wealth Planner to their London team.Managing existing client relationships, and working closely with colleagues in Portfolio Management, the role will involve providing complex wealth planning solutions typically across retirement planning, estate planning and tax structuring advice. Clients typically have minimum portfolios of £3M+, many have £20M-50M+. There are very few businesses consistently operating at the same client level as this firm.Candidates will ideally be Chartered Financial Planners, preferably with experience within Private Bank, Investment House or Family Office settings, though they would also consider those from quality IFA backgrounds. In addition to a highly competitive basic salary are exceptionally generous benefits and bonuses.
Company 

BWD Search & Selection

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£80,000 - £85,000 Per Annum

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