Job Description
TheCompany
OurclientisanestablishedInvestmentManagementfirm.
TheRole
TheFinancialPlannerwillfocusonmanagingHNWclients.PartlyofficebasedbutalsovisitingclientsinandaroundLondon,orcouldalsocovertheSouthEastregion.
TheFinancialPlannerwillbepreparingtechnicalwealthplanningandregulatedadvicerecommendations,consistentwithbestadviceandinternalpoliciesandprocedures. xsngvjr
TheFinancialPlannerwillnurtureclientrelations
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