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.
