We’re one of the UK’s leading investment management companies, with responsibility for over £40 billion of client assets. We’ve worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we’re a team of over 1400 dedicated professionals located across 14 sites in the UK. We’re looking to strengthen our team and need you to come on board and make a difference.
Associate Financial Planner Director or Director
Location : London
Join a team of financial planners, paraplanners and other support staff, that works collaboratively across the London office. The team provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investment solutions and Inheritance Tax planning strategies.
Description of role and key responsibilities
Core skills and knowledge
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