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Wealth Planner Jobs UK

AP Executive is a leading recruitment agency in your industry. We work on Wealth Planner jobs across the world in onshore and offshore locations, and have specialist consultants with expert knowledge of the wealth planning sector.

We provide recruitment services to companies such as trusts, private and international banks and wealth management companies around the world. We have offices across the world so that we can offer local expertise as well as an international focus, and our offices are in key business centres, putting us at the heart of the financial market.

Our expertise has led to us building an unrivalled network of clients, including industry leading companies within financial and private client services. As a wealth planner you will work within one of these companies fulfilling the needs of their clients, who are typically high net worth and ultra high net work individuals, wealthy families or other private clients needed wealth management.

Our Expertise

Typically for wealth planning jobs we need individuals who have already completed or are working towards relevant qualifications such as STEP or CFP (or local equivalent). You are required to provide the best solutions for your client's needs in areas of financial, estate, tax and succession planning, so experience of trust and fiduciary services, market awareness and financial training are required.

AP Executive already work with some of the financial service sector's leading companies, providing effective recruitment solutions for long term success on a variety of roles including wealth planner jobs.

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