Associate Planning Director - London Area

Only for registered members London Area, United Kingdom

4 weeks ago

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Job summary

We are looking for an Associate Planning Director to join one of our adviser teams and provide complex financial planning services to new and existing clients.
  • Deliver technically excellent financial planning advice to clients using our Wealth Planning processes
  • Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients
  • Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients

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