Senior Wealth Manager
3 weeks ago
Our Client is an established Investment Management business based in both London and Cambridge. This business provide high quality services of wealth management to their clients. Our client is looking to hire a Senior Wealth Planner to join the team. The nature of the role as Senior Wealth Planner is to acquire new clients whilst maintaining and developing existing relationships with profitable clients and key introducers.
This role offers hybrid working with requirement of 1 day working from the London office and 1 day working from the Cambridge office.
Job Summary of Senior Wealth Planner:
Deliver financial planning and service to clients to a professional standard.
Monitor the financial services market (particularly professional practice).
Management of client database.
TCF Monitoring and management.
Undertake appropriate professional development and training.
Skills & Experience of Senior Wealth Planner:
Previous wealth planning private client services experience.
Commercial mindset.
Comprehensive understanding of key areas of financial planning and generic solutions.
Minimum of 5 years’ experience in financial planning.
Intermediate knowledge of MS Office Suite (Word / Excel / PowerPoint) and Outlook
Minimum professional qualification – Chartered Financial Planner Qualification or Equivalent or working towards this.
25 days holiday
~ Group life cover at 4x salary
~ Pension 4% ER 4î
~ Hybrid working
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Senior Wealth Manager
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Saffron Walden, Essex, United Kingdom KennedyPearce Consulting Full timeJob Description Our Client is an established Investment Management business based in both London and Cambridge. This business provide high quality services of wealth management to their clients. Our client is looking to hire a Senior Wealth Planner to join the team. The nature of the role as Senior Wealth Planner is to acquire new clients whilst...
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Saffron Walden, Essex, United Kingdom Kennedy Pearce Consulting Full timeOur Client is an established Investment Management business based in both London and Cambridge. This business provide high quality services of wealth management to their clients. Our client is looking to hire a Senior Wealth Planner to join the team. The nature of the role as Senior Wealth Planner is to acquire new clients whilst maintaining and developing...
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