Senior/Chartered Wealth Manager
Northampton
James Phillip Financial Recruitment are working with a local Wealth Management company looking for a Chartered (or near) financial planner to join a…
Ortus PSR Ltd. in Bradford-on-Avon is seeking an IFA Administration Team Leader to manage a 6-person support team and evolve workflows for a growing wealth management practice. The role supports IFA advisers to deliver complex financial planning for HNW and UHNW clients, while maintaining high service standards.
The successful candidate will lead, coach, and develop the team, manage demand, and partner with advisers to ensure smooth back-office operations and client outcomes.
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Northampton
James Phillip Financial Recruitment are working with a local Wealth Management company looking for a Chartered (or near) financial planner to join a…
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