Experienced Hires - Current Vacancies
Investment Manager – Bury St Edmunds
Support an Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client’s specified investment strategy.
Wealth Planner – London
Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning.