Senior Financial Planner - #2126387

Financial Divisions


Date: 3 weeks ago
City: London
Salary: £75,000 - £85,000 / year
Contract type: Full time
Work schedule: Full day
Financial Divisions

OUTSTANDING OPPORTUNITY - BRAND NEW VACANCY - CITY OF LONDON

  • Chartered Financial Planner or Client facing Chartered Paraplanner
  • Up to £85k basic salary plus equity
  • Succession plan role (5 years)
  • Manage all existing clients with a gradual handover
  • Average client has £3m - £5m invested
  • City of London offices
  • Clients are Bankers, Lawyers, Entrepreneurs, City professionals
  • Pensions, investments, estate planning, IHT, CGT
  • VCT/EIS and other technical schemes
  • 3 - 4 days in the office per week
  • Full administration and paraplanning support is available

For more details please get in touch - Peter at Financial Divisions.

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