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Senior Wealth Planner HNW Clients, Team Lead
Job in
Marlow, Buckinghamshire, SL7, England, UK
Listed on 2026-02-28
Listing for:
Artemis Recruitment Consultants Ltd
Part Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A recruitment consultancy is looking for an experienced Financial Adviser to join their wealth planning team in Marlow. You'll provide expert advice on investments, estate planning, tax, and retirement strategies tailored to high-net-worth clients. The role involves conducting financial reviews, advising clients, and managing a small team to ensure seamless service delivery. The position offers competitive salary, performance-based bonuses, and opportunities for professional development in a supportive environment.
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Position Requirements
10+ Years
work experience
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