TheCompany
OurclientisanestablishedInvestmentManagementfirm.
TheRole
TheFinancialPlannerwillfocusonmanagingHNWclients.PartlyofficebasedbutalsovisitingclientsinandaroundLondon,orcouldalsocovertheSouthEastregion.
TheFinancialPlannerwillbepreparingtechnicalwealthplanningandregulatedadvicerecommendations,consistentwithbestadviceandinternalpoliciesandprocedures.
TheFinancialPlannerwillnurtureclientrelations...