Do you thrive working with high-net-worth clients, with an average of £500,000 of investable assets?
Salary from £65,000 to £85,000 depending on experience.
Bonus, car, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits.
We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients.
With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.
Position Overview
They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team.
As part of our continuous growth strategy, we are seeking a dynamic and results-driven HNW (High Net Worth) Account Executive / Development Executive to join our team.
The client is a prestigious international Lloyds broker with a rich legacy of providing exceptional insurance services.
Head of Financial Planning - Up to £150k basic salary with hybrid working equity stake
My client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offices near Sevenoaks and placing 3 Financial Advisers with them, in the last 18 months.
They offer whole of market advice on Pensions, Investments, Tax Planning, Trusts, Wills, IHT planning, POA, Mortgages and Protection.
£60,000 - £150,000 per annum, OTE plus travel expenses and pension health benefits,
Our client is a well- respected private client discretionary investment manager, privately owned and an independent multi-billion-dollar investment management company.
They offer a wide range of wealth management strategies managed for individuals and institutions by devising a bespoke investment plan for each client.