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
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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