Lead Financial Planner — Team Leader HNW Clients
Listed on 2026-09-30
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Finance & Banking
Wealth Management
Clayton Davies Ltd in the United Kingdom is seeking a Financial Planning Team Leader to lead a team of Financial Planners while staying involved with a select client portfolio.
The role blends people management with hands-on financial planning, requiring Chartered status and extensive experience with High-Net-Worth clients, pensions, investments, and protection.
You will coach, develop and drive high-quality advice, while collaborating with Compliance, Operations and HR to support growth.
Our group is growing, and we are hiring a Lead Financial Planner — Team Leader for HNW Clients in England, United Kingdom.
The position is based in England, United Kingdom.
This opportunity is part of our work in Finance, Sales.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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