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.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Financial Planning Director
The Liverpool Financial Planning team currently consists of three financial planners, three paraplanners and an administrator. We work alongside a team of seven Wealth Planners and a wider team of 26 investment managers and support in the Liverpool office. The team are firmly established within the office and are well respected within the business. The team currently advise in the region of 250 wealthy clients on their estate planning and retirement needs.
About the role:
Other attributes that would be helpful, but not essential for the role