Financial Planning Director

6 Days Old

Financial Planning Director Location: London, Hybrid Salary: £90,000 - £120,000 (depending on experience) Bonus: Annual Bonus Benefits: Exceptional Benefits Package Our client, a highly regarded wealth and investment management firm, is seeking an experienced Chartered Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions. The Role As a Chartered Financial Planner, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice. Key Responsibilities: Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions. Lead client meetings, prepare financial planning reports, and ensure suitability standards are met. Collaborate with internal investment managers, tax specialists, and external professional connections to enhance client service. Maintai...
Location:
London
Salary:
£90,000 - £120,000 per annum
Category:
Accounting & Finance

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