11th June 2019
Job Type
Basic to £100k plus bens and Bonus


Our clients are small boutique Private Bank based in London.   Due to expansion they now require a Financial Planner to join the existing team in London.

The role will be to help develop new business opportunities externally from professional Introducers and provide Holistic Advise to HNW private clients.

Candidates must be financial Services diploma level four and have experience of working as an IFA with HNW private clients.  Candidates must have extensive experience of successful new business development with professional introducers and Private Clients and ideally some client following/revenue that will follow within the near future.

This is an excellent opportunity to join a Private Banking organisation with a role that offers full support and would suit a polished and professional individual with excellent record of new business development.

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