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Senior Wealth Planner | London, UK
4 months ago
Our client is a dynamic, boutique investment and wealth management house. Due to continued business success, they are now looking to recruit a Senior Wealth Planner to join their high-performing team on a permanent basis based between London and Greater Cambridge.
Reporting directly to the Head of, the Senior Wealth Planner will take responsibility for the following duties:
- Developing key strategic partner relations in order to win new business.
- Maintaining and managing an existing book of clients, developing and expanding this, to bring in new revenue.
- Gaining a deep understanding into the firm’s product suite.
- Meet set targets on a quarterly basis and deliver on objectives.
- Manage key stakeholders both internally and externally as well as implementation of marketing initiatives.
- Update CRM systems to reflect actions taken to promote relationships and progress.
The Senior Wealth Planner will meet the following skillset:
- 4 years' experience in a business development or wealth planning role.
- Confidence to engage with a diverse range of departments and strategic partners.
- Ability to meet work across different teams including marketing and investments.
- Display excellent communication and presentation skills to communicate to all levels of seniority.
This is an ideal opportunity for an ambitious Wealth Planning professional looking to propel their career in a fast-growing and distinctive investment management business.
The company offers strong progression paths and excellent benefits including a competitive bonus structure.
If you believe your experience meets the criteria, please apply with a copy of your CV.
Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”
At Mason Blake, we are specialised recruiters for the Investment Management sector, covering distribution, investment, product and operational functio...
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