Amber River Premier is seeking an exceptional Financial Planning Team Leader to support our team of Chartered Financial Planners. This is a dual-role combining leadership with hands-on client advisory work for High-Net-Worth clients.
This role will manage a 4-5 adviser team, focus on capacity planning, recruitment, and development, while personally servicing a select portfolio of complex clients and ensuring compliance.
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Financial Planning Team Lead for HNW Clients in Marlow employer: Amber River Premier
Amber River Premier is an exceptional employer located in the picturesque town of Marlow, Bucks, offering a supportive work culture that values professional development and employee well-being. With a hybrid working model, employees enjoy the flexibility of remote work while also benefiting from in-person collaboration three days a week. The company provides clear pathways to professional qualifications, ensuring that every team member has the opportunity to grow and thrive in their career.
