Wealth Planner/Senor Wealth Planner - London, Investment House

BWD Search & Selection · W1K4PA

mid finance £60,000–£110,000
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The Wealth Planning division of a mid-sized, independently owned Wealth Management firm in London who are looking to recruit both a Wealth Planner and a Senior Wealth Planner to their team. Clients are HNW and advice is typically complex. You will take over an existing client base and work with new clients referred internally via their Investment Managers. Unusually for a firm of this type, there is genuine opportunity to become an Equity Partne...

Posted 6 Aug 2026 · ref 278004