Chartered Wealth Planner Relationships
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-14
Listing for:
Idex Consulting
Part Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Greater London
A top tier Wealth Planning firm is seeking an entrepreneurial Planner to focus on relationship management and client acquisition. The role offers an initial client bank and requires pursuing new business opportunities. Candidates will mentor existing Planners and work closely with the Head of Financial Planning in a flexible, inclusive environment. This position provides a supportive structure designed for growth and success.
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