Financial Planning Team Lead for HNW Clients

Company: Amber River Premier
Apply for the Financial Planning Team Lead for HNW Clients
Location: Marlow
Job Description:

Amber River Premier is seeking an exceptional Financial Planning Team Leader to support our team of Chartered Financial Planners. This is a dual-role combining leadership with hands-on client advisory work for High-Net-Worth clients.

This role will manage a 4-5 adviser team, focus on capacity planning, recruitment, and development, while personally servicing a select portfolio of complex clients and ensuring compliance.

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Posted: September 23rd, 2026