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Lead delivery of bespoke wealth planning for HNW/UHNW clients, drive business development, ensure regulatory compliance (KYC/AML, FCA/PRA), manage and mentor planning team, and contribute to firm strategy and governance.

Provide end-to-end fund solutioning and regulatory/operational subject-matter expertise for UK client group. Lead product development, client onboarding, SPML business management, issue resolution, third‑party oversight, and ensure regulatory compliance across public and private market structures to support business growth and client servicing.

Lead delivery of bespoke wealth planning advice to high-net-worth clients, manage client relationships, drive business development, ensure KYC/AML and FCA compliance, mentor and lead planning team, contribute to strategy and cross-functional initiatives, and act as senior escalation for complex client and regulatory matters.

Lead governance and delivery coordination for client onboarding and periodic reviews across business-as-usual and change activity. Run governance forums, maintain RAID and action logs, strengthen management information and controls, coordinate remediation and audit readiness, and partner on financial crime framework reviews. The role manages stakeholders across Front Office, Operations, Technology, Risk, Compliance and Financial Crime while ensuring defensible outcomes, evidence-based closure, regulatory alignment and controlled process improvement.