Planning Officer

2 weeks ago


North East England, 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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