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Junior Planner

4 months ago

Sheffield, United Kingdom A for Appointments Full time €45,000

Junior Wealth Planner:
An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role could be for you
45k (DOE) + bonus structure
* 26 days annual leave including a day off for your birthday (plus bank holidays)
* Contributory pension scheme
* Private Healthcare
* Life assurance
* Health insurance
* Employee recognition
* Career Development
* Cycle to work scheme
Maintain highest level of client care, providing a holistic financial planning consultation and ensuring all clients needs are met to the highest standard.
* Ensure all aspects of financial planning and investment are covered to ensure the level of service meets the height of expectations.
* Grow client base by recruiting through referrals and personal networking, it is expected that new Wealth Planners generate a minimum of £50k in new business in the first 12 months.
* Maintain ones own personal and professional development, including keeping up to date with relevant developments in the industry.
Experience in managing private client relationships (5 years desirable).
* Experience in providing financial advice (1-2 years).
* We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business.