Wealth Planner - Associate/Assistant Director
Job Ref: LF
26956
We have a new vacancy for a Wealth Planner - Associate/ Assistant Director, to join a busy Wealth Planning Team.
Location
Guernsey,
Channel Islands
Responsibilities
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.