Senior Wealth Planner HNW Private Clients

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.
We would love to welcome a new Senior Wealth Planner for HNW Private Clients in Surrey to our organisation in Leatherhead, England, United Kingdom. We appreciate your interest in this position. Join Financial Divisions and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.