Senior Financial Planner - SW London/Surrey

Company : Bwd Search & Selection

Job Description - Senior Financial Planner - SW London/Surrey

Excellent opportunity for a senior level Chartered Financial Planner to develop Financial Planning in the SW London/Surrey office of a highly respected wealth management firm.

You will work collaboratively with a team of Investment Managers, who will provide ongoing client referrals, and play a active part in the development of the firm's presence in the local community. Clients are typically HNW (average client size £1.5M) with complex needs.

You will ideally be an experienced (c5yrs+) Financial Planner, at or close to CII Chartered Status, with strong technical knowledge and a proactive nature. Get in touch for more details.

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Senior Financial Planner - SW London/Surrey

Job Description - Senior Financial Planner - SW London/Surrey

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