Job Details

Wealth Planner

Sector:Financial Services

Region : Greater London

Location: London (SW1Y)

Salary: £50-£100,00 basic plus excellent bonuses

Job Ref.: CL0303WPB

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, £50,000 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.


Re criteria:


  • Polished team player


  • Good culture fit.  Are clients are a small firm in London so want someone who will get along with everyone.


  • Existing book largely transportable after restrictions come off (we respect restrictions).


  • Well networked and good at finding and exploiting routes to market. Proven at closing business.


  • Professionally qualified (Level 4 at least)


  • Will thrive in informal; non-political culture which has very high compliance bar.