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UHNW Financial Planner Made Client Bank
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
Jenson Fisher
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Location: Greater London
A prestigious boutique Wealth Planning firm in Greater London is seeking a Financial Planner to manage an existing client bank of 80-100 high worth clients. The ideal candidate will be responsible for client relationship management and acquiring new clients through proactive business development. You will receive mentorship from a Director, ensuring compliance and high-quality service throughout. A strong financial planning background and the CII Diploma in Regulated Financial Planning (DipPFS) are essential for this role.
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