Wealth Planner: Inherit Loyal Client Bank; Hybrid
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-02-24
Listing for:
Ortus PSR Ltd.
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Location: Greater London
A nationally recognised wealth management firm in Greater London seeks a qualified Financial Planner to inherit an established client bank.
This role offers a competitive salary of up to £80,000 plus bonus, with full support in planning and administration. You will provide holistic financial planning and build long-term relationships in a supportive environment. Ideal candidates will possess Level 4 qualifications and a proven track record in wealth management. Benefits include generous holidays and matched pension contributions.
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