Be a part of a growing and fast paced independently owned private wealth firm providing holistic investment focused advice to HNW families.
About the company
Our client is independently owned financial services firm providing investment and financial planning advice to high net-worth individuals and families. Their continued organic growth has resulted from existing client referrals. The team consists of 25 people who are professional, hard-working and friendly.
About the role
This is a permanent full-time position. You will be working alongside a team of experienced financial planning professionals and your key duties will include: