The Wealth Planning division of a mid-sized, independently-owned Wealth Management firm in London who are looking to recruit a Wealth Planner to their team. Taking over an existing client base, and working with both internal and external introducers, you will advise high net worth clients (typically £1M+) on, often complex, holistic financial planning. Candidate must hold CII Chartered Status, or be on the cusp of achieving this.
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