Planning Officer

2 months ago


North Tyneside Tyne and Wear, United Kingdom A for Appointments Full time

Join an esteemed wealth management company with over 15 years of industry expertise 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
Cycle to work scheme
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
5+ years of experience managing private client relationships and providing financial advice
~ 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 We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business.


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