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Senior Manager - Wealth Planning

  • £90000 - £120000 per annum

  • Ref


  • Contact Name |James Woods

The Wealth Planning division of a mid-sized Investment House in Mayfair are looking to appoint a Senior Manager to lead their team of Chartered Financial Planners. The new incumbent will be responsible for full line management and development of the team, whilst working with the Head of Wealth Planning on recruitment and strategy, and acting as an ambassador for wealth planning in its interface with key stakeholders across other parts of the group.

This individual could focus purely on management, or they could act in a player/manager capacity if preferred. Suitable candidates will have a proven track record of leading and developing advisory teams within a wealth/investment management setting.


CONTACT US 0113 274 3000