Compliance and Advisory Director

2 days ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Summary:

We are seeking a seasoned professional to fill the role of Wealth Director at our company.

Main Responsibilities:
  • To manage a portfolio of high net worth individuals, providing bespoke financial advice and guidance.
  • To conduct thorough market research and analysis to inform investment decisions.
  • To develop and maintain strong relationships with clients, understanding their unique needs and goals.
  • To collaborate with internal teams to ensure seamless service delivery.
Requirements and Qualifications:
  • Degree in finance, economics, or related field.
  • Minimum 5 years' experience in financial services, preferably in wealth management.
  • Strong understanding of compliance procedures and regulations.
  • Excellent communication and interpersonal skills.

Salary: £70,000 - £90,000 per annum, depending on experience.


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