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Wealth Planner
London - Home Based
An asset management firm is looking for a wealth planner to join its team to advise American private clients and families resident in the UK.
You are technical and have strong interpersonal skills to manage client relationships and deliver strategic advice. Additionally, you will be a business developer with the ability to independently generate new business.
Applications are welcome from individuals who are experienced providing wealth management and tax planning advice to US citizens. The right individual for this role will possess a level 4 financial services qualification and a basic tax qualification gained in the US or UK would be beneficial.
To be considered for this role you will need to be eligible to work in the UK.
For more information please call Clarissa Akakpo on 020 7877 2304 or send a copy of your CV to clarissa.akakpo@ap-executive.com.
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