Job Description
SUMMARY:
If you’re a highly experienced Financial Planner who thrives on structuring complex, tax-efficient estate solutions and enjoys being the trusted technical expert in a high-performance environment, this Senior Financial Planner opportunity could be your next career move. Join a forward-thinking wealth planning team where precision, expertise, and innovation drive client success.
POSITION INFO:
Our client operates within the wealth planning and advisory environment, focusing on delivering sophisticated, tailored financial solutions to high-net-worth individuals and families. This Senior Financial Planner (Estate and Trust Specialist) role sits within the Wealth Planning division and plays a pivotal role in shaping advanced estate strategies and ensuring technical excellence across all client solutions. You will take ownership of complex estate planning strategies, ensuring optimal structuring of client portfolios aligned to tax eff...
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