City of London
Post Date, 27/11/2024
Salary: 70000-100000 per annum
Job Title: Senior Financial Planner
Location: London
Salary: Up to £100,000, plus Bonus & Benefits
An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.
Key Responsibilities:
Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.
Retirement Transition: Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships.
Revenue Generation: Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager.
Requirements:
Benefits:
You will be contacted on your provided email address.
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