Financial Planning Director – Global Investment House
A high profile Investment House, with an excellent reputation, is looking to appoint a Financial Planning Director in London. The firm has a very high-quality and long-established Financial Planning team, who typically works with existing clients, often referred via the Investment Directors. The new incumbent will take over a client base that consists of some of the firm’s largest and most complex clients, as well as develop internal and external relationships to nurture further business.
The majority of advice is centred around Pensions and IHT Planning and so expertise in these areas is essential. Chartered Status is preferred, and ideally, you will have experience as a designated Pensions Transfer Specialist.
The firm has an exceptional culture, with a real focus on supporting employees to achieve a healthy work/life balance tailored to their needs, on diversity and inclusion, and on opening up long term career progression and promotion opportunities.