Premier Investment Bank in London seeks a Senior Wealth Planner to serve high‑net‑worth and UHNW clients from a city‑center office. You will collaborate with Wealth Managers and Private Bankers, delivering detailed financial plans and clear explanations to clients.
The role emphasizes in‑office presence with regular client meetings across the region and strong interactions with CEO and Regional Partners. A client‑focused, technically solid professional is preferred.
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Senior Wealth Planner for HNW/UHNW Clients - Leadership employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
