Senior Financial Planner

• - Ideally Chartered or working towards Chartered status
• - Manage up to 100 HNW & UHNW clients
• - Clients spread across Buckinghamshire & Oxford
• - Clients are large families, City professionals, business owners and entrepreneurs
• - Remote role with trip to offices near Beaconsfield periodically
• - Manage up to 100 clients
• - Top client with multiple millions invested (£20m+)
• - Whole of market financial advice - fully independent
• - Lots of referrals from an established accountancy practice
• - Full admin and paraplanning support
• Contact for more information

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