
Financial Leaders
2 days ago
Manage a high-value portfolio of clients, offering expert financial planning guidance.
- Develop and implement best practices for wealth management services within the team.
- Lead and mentor a team of consultants to achieve consistent growth and excellence.
The ideal candidate will have:
- Excellent interpersonal, communication, and relationship management skills.
- Proficiency in financial software, particularly Voyant.
- Certified Financial Planner (CFP) certification.
- Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs and wealth structuring strategies.
Requirements:
- Bachelor's degree in finance, economics, or business.
- Proven leadership experience in financial advisory or wealth management.
NFP is an inclusive Equal Employment Opportunity employer.
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