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Assistant Wealth Planner , DipPFS , HNW Clients
ZipRecruiter
London
On-site
GBP 100,000 - 125,000
Full time
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Job summary
An established industry player is seeking an Assistant Wealth Planner to join their prestigious Wealth Management firm in Mayfair, London. In this pivotal role, you will support Wealth Planners in delivering tailored financial advice to high-net-worth clients. This is an exciting opportunity to work in a dynamic environment where your contributions will directly impact the financial success of discerning clients. If you're passionate about finance and eager to grow your career in wealth management, this role could be your next step.
Responsibilities
- Support Wealth Planners in delivering financial advice to HNW clients.
- Execute financial planning tasks within the Wealth planning team.
Job description
Job Description
The Client
A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Mayfair (London).
The Role
The Assistant Wealth Planner will play an integral role within the Wealth planning team, taking responsibility for confidently supporting the Wealth Planners in both delivering and executing the financial advice to HNW clients.
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