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Financial Director of Wealth Management

4 weeks ago

London, Greater London, United Kingdom mbf. Full time
Opportunity Summary
A leading UK-based wealth management and professional services group invites applications from an accomplished Associate Director to spearhead their Financial Planning division in London. This role offers an excellent opportunity to leverage expertise in financial planning and wealth management to drive growth and success.

About the Role
The successful candidate will lead a team in delivering high-quality financial planning and wealth management advice to clients across the London & South Eastern region. Key responsibilities include structuring and leading client meetings, creating tailored advice to meet clients' objectives, and ensuring they have the right guidance to achieve their financial goals.

About You
To excel in this role, you will need a strong track record of delivering growth, a proven ability to win new business, and technical expertise in financial planning and IMs. Additionally, experience in managing teams and building relationships with clients will be highly valued. A competitive salary and benefits package, including private medical insurance and pension contribution, make this an attractive opportunity for ambitious professionals.