Financial Planning and Strategy Executive

3 days ago


Reading, United Kingdom Carpenter Farraday Full time

Executive Role Overview

Carpenter Farraday invites applications for the position of Financial Planning and Strategy Executive. In this senior role, you will be responsible for developing and maintaining long-term relationships with high-net-worth clients, preparing and presenting tailored financial plans and investment strategies, and conducting regular reviews of clients' financial situations.

The ideal candidate will have a minimum of 5 years' experience in financial planning and be able to demonstrate expertise in financial planning, wealth management, and leadership skills. We offer a competitive salary of $130,000 - $180,000 per year and a dynamic work environment that fosters continuous learning and growth.



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