Chief Financial Planner

3 weeks ago


London, Greater London, United Kingdom Recruit UK Ltd. Full time

About the Position:

We are seeking an experienced Financial Planning Director to join our client's London-based team.

The successful candidate will be responsible for managing a portfolio of high net worth clients, providing expert financial planning and investment management services, and collaborating with internal teams to drive business growth.

This is an exciting opportunity for a seasoned financial planner to take on new challenges and develop their skills in a dynamic environment.

Requirements:

  • Chartered qualification or equivalent experience
  • 5+ years of experience working with high net worth individuals
  • Proven track record of delivering high-quality financial planning and investment management services
  • Strong communication and relationship-building skills


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