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.
Eames Consulting are working with a leading insurer in the High Net Worth space, who is looking to hire an underwriter for their team.
You would be supporting the underwriting of existing private client business, while dealing with a wide range of national brokers.
This is an FTC position, suitable for candidates with underwriting experience in HNW/property owners/personal lines who'd be looking to return to work after redundancy, maternity leave or other circumstances.
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.
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.