Wealth Planner
1 month ago
Exciting Opportunity for Wealth Planner in Newcastle, Hessle
Join an esteemed wealth management company with over 15 years of industry expertise We're seeking an experienced Wealth Planner to be part of a dynamic team. If you're a seasoned professional with Chartered Status, this role is tailored for you
Here's what we offer:
* Competitive salary (£50-85k DOE) + bonus structure
* Generous annual leave: 26 days plus your birthday off (and bank holidays)
* Contributory pension scheme
* Comprehensive healthcare coverage including private healthcare, life assurance, and health insurance
* Opportunities for personal growth: 2 charity volunteer days, employee recognition, recruitment referral
* bonuses, and career development programs
* Employee perks: Cycle to work scheme
Your main responsibilities will include:
* Providing top-tier client care through holistic financial planning consultations, meeting and exceeding client expectations
* Expanding our client base through referrals and networking, with a target of generating £50k in new business within the first year
* Fostering strong relationships with colleagues and seeking continuous improvement opportunities
* Staying updated with industry developments to ensure the highest level of service delivery
We're looking for someone with:
* 5+ years of experience managing private client relationships and providing financial advice
* Ability to effectively communicate with clients across various wealth bands
* Qualifications and ambition to achieve Chartered Status, if not already held
* Exceptional communication, sales, and presentation skills
* Team player mentality with the ability to collaborate efficiently across different offices
If you're ready to take your wealth planning career to the next level with a supportive and rewarding environment, we want to hear from you Apply now to join a team of experts committed to delivering excellence in wealth management.
At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer.
Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful
We have other current jobs related to this field that you can find below
-
Wealth Planner
1 week ago
Dudley, Dudley, United Kingdom A for Appointments Full time £50,000 - £85,000Exciting Opportunity for Wealth Planner in Newcastle, Hessle Join an esteemed wealth management company with over 15 years of industry expertise We're seeking an experienced Wealth Planner to be part of a dynamic team. If you're a seasoned professional with Chartered Status, this role is tailored for youHere's what we offer: Competitive salary (£50-85k DOE)...
-
Wealth Planner
4 weeks ago
Dudley, West Midlands, United Kingdom A for Appointments Full time €50,000 - €85,000Enjoy a competitive salary and an array of bonuses, including healthcare, generous annual leave, and a pension scheme. Craft meticulous reports, collaborate seamlessly with colleagues, and stay abreast of industry trends. The ideal candidate possesses extensive financial planning knowledge and excellent communication skills. Elevate your career in a...
-
Wealth Planner
1 month ago
Dudley, North Tyneside, United Kingdom A for Appointments Full timeEnjoy a competitive salary and an array of bonuses, including healthcare, generous annual leave, and a pension scheme. Craft meticulous reports, collaborate seamlessly with colleagues, and stay abreast of industry trends. The ideal candidate possesses extensive financial planning knowledge and excellent communication skills. Elevate your career in a...
-
Wealth Planner
4 weeks ago
Dudley, North Tyneside, United Kingdom A for Appointments Full timeEnjoy a competitive salary and an array of bonuses, including healthcare, generous annual leave, and a pension scheme. Craft meticulous reports, collaborate seamlessly with colleagues, and stay abreast of industry trends. The ideal candidate possesses extensive financial planning knowledge and excellent communication skills. Elevate your career in a...
-
Senior Planner
3 months ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and...
-
Senior Planner
4 weeks ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and...
-
Senior Planner
4 weeks ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and...
-
Senior Planner
4 weeks ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and...
-
Graduate Trainee Construction Planner
4 weeks ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and programming...
-
Graduate Trainee Construction Planner
4 weeks ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and programming...
-
Graduate Trainee Construction Planner
4 weeks ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and programming...
-
Graduate Trainee Construction Planner
4 weeks ago
Co. West Midlands, United Kingdom Skilled Careers Full timeSenior Planner – Midlands – Main Contractor Currently partnered with a renowned Main Contractor who are on the lookout for a Senior Planner to lead the programme and planning management for multiple high value projects. As a Senior Planner, you'll play a pivotal role in pre-contract and project teams, delivering professional planning and programming...
-
Paraplanner - Hybrid/flexible Working
1 month ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...
-
Paraplanner - Hybrid/flexible Working
4 weeks ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...
-
Paraplanner - Hybrid/flexible Working
4 weeks ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...
-
Paraplanner - Hybrid/flexible Working
1 month ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...
-
Financial Planner
2 months ago
East Midlands, United Kingdom Duncan & Toplis Full timeFinancial planning services | Full-time | East Midlands We have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions. Recommending strategies to achieve the financial objectives, you will meet with clients to understand their future investment plans,...
-
Financial Planner
2 months ago
East Midlands, United Kingdom Duncan & Toplis Full timeFinancial Planning Services | Full-time | East Midlands We have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions. Recommending strategies to achieve the financial objectives, you will meet with clients to understand their future investment plans,...
-
Financial Planner
1 week ago
East Midlands, United Kingdom Duncan & Toplis Full timeFinancial planning services | Full-time | East MidlandsWe have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions.Recommending strategies to achieve the financial objectives, you will meet with clients to understand their future investment plans, obtain...
-
Paraplanner (Permanent)
1 month ago
Kirklees, West Yorkshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...
