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Senior Wealth Planner HNW Private Clients
Job in
Surrey, Surrey County, England, UK
Listed on 2026-01-12
Listing for:
Financial Divisions
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Leatherhead is seeking a Senior Financial Adviser to service high-net-worth clients. The ideal candidate will have over 5 years of experience in private-client wealth management and a proven track record of advising high-net-worth clients. Responsibilities include managing investment portfolios, providing strategic advice on pensions and taxes, and closely collaborating with a team of support professionals.
Offers a competitive salary between £100k and £110k, alongside bonuses and comprehensive benefits.
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Position Requirements
10+ Years
work experience
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