Current jobs related to Wealth Planner - Cramlington, Northumberland - A for Appointments

Exciting Opportunity for Wealth Planner in Newcastle

Are you a skilled Wealth Planner looking to grow your career? A fantastic opportunity awaits you at our well-established wealth management company in Newcastle. With a rich history of 15 years in the industry, we are on the lookout for an experienced Wealth Planner who holds Chartered Status to join our dynamic team.

What we offer:

• Competitive salary range of £50,000 to £85,000 depending on experience, coupled with a rewarding bonus structure
• Enjoy generous annual leave of 26 days, plus an additional day off on your birthday along with bank holidays
• Participate in a contributory pension scheme for your future financial security
• Access comprehensive healthcare coverage including private healthcare, life assurance, and health insurance
• Engage in various opportunities for personal growth such as charity volunteer days, employee recognition, recruitment referral bonuses, and career development programs
• Take advantage of employee perks like the Cycle to Work scheme

Main responsibilities include:

• Deliver exceptional client care by providing holistic financial planning consultations, ensuring client needs are not just met but exceeded
• Expand our client base through referrals and networking, with a goal of generating £50,000 in new business within your first year
• Cultivate strong relationships with colleagues and actively seek opportunities for continuous improvement
• Stay abreast of industry developments to uphold the highest standards of service delivery

Key requirements:

• Minimum of 5 years of experience in managing private client relationships and offering financial advice
• Effective communication skills to engage with clients across different wealth segments
• Drive to attain Chartered Status if not currently held, showcasing ambition and qualifications
• Outstanding communication, sales, and presentation abilities
• Team player mindset with a knack for efficient collaboration across various office locations

If you are eager to advance your career in wealth planning within a supportive and enriching setting, we are excited to have you on board. Become part of our team of experts dedicated to excellence in wealth management.

At A for Appointments, we firmly stand by equal opportunities for all. We celebrate diversity and understand the significance of a balanced and inclusive workforce for our success. Discrimination, harassment, or bullying of any form towards candidates or employees is not condoned in our company. We are proud to uphold equal opportunities for all employees.

With the high volume of applications we receive, we may not be able to respond to all unsuccessful applicants. If you do not hear back from us within five days, please consider your application unsuccessful on this occasion.