Job Details

Wealth Management Advisor Financial Advisor Planner

Sector:Financial Services

Region : Greater London

Location: EC4R 0BE

Salary: Basic up to £100,000 Excellent bonuses

Job Ref.: CL2310WPS

Job Information

Our Clients are a Private Client Wealth Planning Company based in the city of London. Due to successful growth they require a further Wealth Planner. The ideal candidate should have a proven track record in Asset gathering and have a client and Introducer following. You should be able to give advice on complex Products, Wealth, Pensions, Tax etc.

You will be expected to have some clients to bring across as well as grow your clients through networking, Prospecting, introducers and referrals. There will also be leads provided by the company.

You will have back office support to include, Paraplanning, Marketing and Compliance

You will be rewarded with a very competitive package, up to £100,000 basic plus bonuses and Benefits. This will however depend on experience. A full break down of the bonus structure will be discussed on application. The bonuses are extremely attractive.