Wealth Planner - Associate/Assistant Director

Job Ref: LF 26956
Leapfrog Jobs

We have a new vacancy for a Wealth Planner - Associate/ Assistant Director, to join a busy Wealth Planning Team.


Guernsey, Channel Islands


Duties will include, but are not limited to;
Working closely with the Client Services teams to provide guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence.
Participation in wealth planning reviews of the existing fiduciary structures.
Liaising with client advisors (including lawyers, accountants and other advisors) in relation to client matters / structures, and reviewing / implementing written advice provided.

Skills / Qualifications

If you are a qualified lawyer with a minimum of 3 - 5 years’ experience with a good intermediary network in the fiduciary and financial services industry including law firms, accounting firms, multi / single family offices and private banks, get in touch.

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.

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