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Chartered Wealth Planning Director | Client & BD
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-01-22
Listing for:
Nelson Scott
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
Location: Greater London
A leading financial advisory firm in Greater London is seeking an Associate Planning Director. The candidate will provide complex financial planning services, focus on business development, and collaborate with investment managers to enhance client offerings. With a robust background in wealth management and demonstrated success in managing client relationships, this role involves leadership, compliance adherence, and excellent communication skills. A minimum of 5 years of relevant experience and Chartered Financial Planner status are essential for this position.
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