Senior Financial Planner

Financial Divisions

Date: 2 weeks ago

City: Beaconsfield, England

Salary: £75,000 - £100,000 / yr

Contract type: Full time

Remote

MANAGE UP TO 100 CLIENTS (HNW & UHNW clients)

- Senior Financial Planner

- Ideally Chartered or working towards Chartered status

- Manage up to 100 HNW & UHNW clients

- Clients spread across Buckinghamshire & Oxford

- Clients are large families, City professionals, business owners and entrepreneurs

- Remote role with trip to offices near Beaconsfield periodically

- Manage up to 100 clients

- £2m - £5m on average per client

- Top client with multiple millions invested (£20m+)

- Whole of market financial advice - fully independent

- Lots of referrals from an established accountancy practice

- Full admin and paraplanning support

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