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Senior Wealth Planner High-Net-Worth Clients

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: JJ SEARCH LIMITED
Full Time position
Listed on 2026-02-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner for High-Net-Worth Clients
Location: Greater London

A financial services firm in Greater London is seeking an experienced Financial Planner to manage high net worth clients. This role involves preparing wealth planning recommendations and nurturing client relationships. The ideal candidate should have over 5 years of experience in financial planning, hold at least a Level 4 Financial Planning Diploma, and demonstrate strong interpersonal skills. This position offers a combination of office-based and client-facing work throughout the South East region.
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Position Requirements
10+ Years work experience
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