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Senior wealth planner for hnw private clients in surrey

Leatherhead
Permanent
Financial Divisions
Wealth planner
€105,000 a year
Posted: 19 January
Offer description

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

* Manage investment portfolios
* Provide strategic advice on pensions and taxes
* Work closely with a team of support professionals


Compensation

Offers a competitive salary between £100k and £110k, alongside bonuses and comprehensive benefits.

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