Chartered Financial Planner
Chartered Financial PlannerLeedsThe OpportunityWork with UHNW clients (£5m+) in a fast-growing boutique wealth management firm, currently managing £7bn AUM.RequirementsChartered status (or working towards)5+ years' experience in the financial planning i…
Chartered Financial Planner
Chartered Financial PlannerLeedsThe OpportunityWork with UHNW clients (£5m+) in a fast-growing boutique wealth management firm, currently managing £7bn AUM.RequirementsChartered status (or working towards)5+ years' experience in the financial planning i…
Client Relationship Manager
Client Relationship ManagerReports to: Operations ManagerRole PurposeProvide high-quality administrative and client support to Financial Advisers, ensuring a smooth and professional client experience.Key ResponsibilitiesClient SupportAct as first point of cont…
Client Relationship Manager
Client Relationship ManagerReports to: Operations ManagerRole PurposeProvide high-quality administrative and client support to Financial Advisers, ensuring a smooth and professional client experience.Key ResponsibilitiesClient SupportAct as first point of cont…