Area Wealth Director — Lead Wealth Strategy & Teams
New Yesterday
A leading financial services firm is seeking an experienced Area Wealth Director in York and North Yorkshire. The role involves leading a team of Wealth Managers, ensuring compliance and quality standards, and delivering personalized financial solutions to customers. Ideal candidates must possess QCF Level 4 qualifications and current Competent Adviser Status (CAS), alongside expert knowledge in wealth products and financial planning principles. Join us to help clients manage their wealth effectively while working in an inclusive, diverse environment.
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- Location:
- York And North Yorkshire
- Job Type:
- FullTime
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