Senior Financial Planner (Estate and Trust Specialist)

Our client operates within the wealth planning and advisory environment, focusing on delivering sophisticated, tailored financial solutions to high-net-worth individuals and families. This Senior Financial Planner (Estate and Trust Specialist) role sits within the Wealth Planning division and plays a pivotal role in shaping advanced estate strategies and ensuring technical excellence across all client solutions. You will take ownership of complex estate planning strategies, ensuring optimal str…