Client-Facing Financial Planning Lead

Client-Facing Financial Planning Lead

Full-Time No working from home possible
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Successionwealth, within London Wall Partners, seeks a Senior Associate to progress a commercially minded, technically capable financial planning professional. You will lead client relationships, ensure accurate deliverables within deadlines and coach colleagues for high performance.

Key duties include supervising a sub-team, training staff, supporting recruitment and helping grow client base while maintaining rigorous professional standards.

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Client-Facing Financial Planning Lead employer: Successionwealth

London Wall Partners (LWP) is an exceptional employer that prioritises employee development and offers a supportive work culture. With opportunities for career growth through structured training and exam sponsorship, you will thrive in a hybrid working environment that balances professional and personal life, all while being part of a dynamic team in the heart of London.

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Contact Details:

Successionwealth Recruitment Team