Be a part of a private wealth firm who provide bespoke direct investment advice to HNW medical professionals. Great culture with work/life balance.
About the company
Our client is independently owned self-licensed private wealth firm providing investment and financial planning advice to high net-worth individuals and families. The firm has been operating for 25+ years.
The team consists of 4 people who are professional, hard-working and friendly. They go above and beyond for their clients.
About the role
This is a permanent position. You will be working alongside a small team of professional and friendly financial planning & investment professionals. Your key duties will include: