Latest roles
Executive Director – Wealth Planner
Leading International Private Bank | London
Summary
Outstanding opportunity in a leading international private bank for a Senior Wealth Planner to join its established UK Wealth Planning team.
This is a senior, client facing appointment for an accomplished wealth planning professional who combines regulated financial advice expertise with a sophisticated understanding of the UK tax and private client landscape.
The successful candidate will work closely with Relationship Managers and private clients, providing strategic wealth planning advice across complex financial affairs. Importantly, this is broader than a traditional financial planning role. The successful candidate will also play an important part in supporting the leadership of the Wealth Planning team and will be comfortable assuming deputy leadership responsibilities when required.
Relationship Director – Private Wealth Management
London, excellent salary + benefits + bonus
Summary
Fantastic opportunity in a leading international private wealth management business for a Relationship Director to join a highly successful and growing team. (more…)
Wealth Planning Director
London, excellent salary + benefits + bonus
Summary
Fantastic opportunity in a leading international private wealth management business for a Senior Wealth Planner to join a highly successful and growing team. (more…)