Financial Planner (inherit £80m portfolio)

Job Description

Financial Planner (inherit £80m portfolio)

£70,000 - £780,000 + £80m portfolio + Bonus + Hybrid

Kingston upon Thames

Are you a Financial Planner looking to join a company growing via acquisition?

Would you like to inherit an £85m, established portfolio?

On offer is the opportunity to join an expanding organisation that specialises in investment management, retirement planning, estate planning, and tax mitigation.