Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning,...
Profile: If you’re an experienced Financial Planning Assistant who thrives in a fast-paced, client-focused environment, this role gives you the chance to step up as both a trusted partner to a Financial Planner and a mentor within the wider team....
The Role: Acts as the primary point of contact for client enquiries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client...