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Lead Financial Planner

2 months ago

Leeds, Leeds, United Kingdom TFAS Wealth Full time
Join the Team at TFAS Wealth

At TFAS Wealth, we are a premier financial consultancy committed to delivering exceptional independent financial guidance to our clientele throughout the UK. Our mission is to provide all-encompassing and accessible financial solutions, ensuring convenience for our clients through remote services.

Key Responsibilities of the Lead Financial Planner:
  • Perform in-depth research and evaluation for financial planning initiatives
  • Draft comprehensive financial documentation and strategic recommendations
  • Work collaboratively with financial consultants and clients
  • Remain informed on the latest industry developments and compliance standards