Head of Wealth Planning London, England
Job description
A well financed and fast-growing Wealth Management organisation who currently manage circa £500M of client's funds are current seeking to recruit a Senior Wealth Planner/Head of Wealth to work closely alongside their Investment Management team.
Within their growing team, they have hired experienced professionals who have worked at leading names in the sector including Canaccord Genuity, Walker Cripps and J.P Morgan. As the discretionary arm of business continues to grow, they are seeking to add an additional revenue stream and feel that the logical next step would be to provide a wealth planning offering to their book of clients.
They appreciate that this will not happen overnight but are seeking an individual on the upward curve of their career who is hungry and fully qualified/chartered (or close to) and who ideally has a network they can tap into whilst relationships develop with in-house Investments Managers and existing clients…..effectively, the long-term plan would be for this individual to Head up and grow the wealth planning offering.
Salary is HIGHLY competitive plus a bonus which would effectively be a percentage of the wealth planning revenue stream. A comprehensive benefits package and flexible working are also provided.
