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Financial Planning Director

London Area, United Kingdom

A great opportunity has arisen for an experienced Independent Financial Adviser to join a successful, ambitious Wealth Management Firm.

You will be working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients where daily duties will include;

Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning.

Develop business relationships with current HNW clients with complex arrangements.

Tax-efficient cash flow strategies.

Optimise Investments.

Be responsible for growing your client bank with the support of a marketing and BDM team

I am seeking a candidate from a strong client facing Financial Planning background used to dealing with HNW and UHNW clients. You should be Chartered or working towards and having a client book to bring might be a positive too.

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Financial Planning Director jobs in London Area, United Kingdom

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