A top tier private bank is seeking a wealth planning director to work for its UK clients based in its offices in the City. The role entails supporting the bank's relationship managers by offering their clients, who are both UK resident & domiciled, and UK resident non-domiciled wealth planning advice. The role requires several years of experience in a similar role in a financial services or banking setting. Level 6 qualified and a designated Chartered Financial Planner or equivalent qualifications are needed. FCA registered (CF30) would be ideal.
The role will entail offering advice to clients and this will be fully supported by specialists both internal and external as necessary if particular international or cross-border issues arise. The role involves meeting with clients directly as introduced by relationship managers. Flexible working is possible within the firm's guidelines. Compensation and benefits are excellent.
For further information please email your CV to Simon Collard at simon.collard@ap-executive.com who is reachable at +44 7365 937 475
AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/
