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Junior Wealth Planner
4 months ago
Junior Wealth Planner:
Location: Sheffield
An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role could be for you
Benefits include:
* £45k (DOE) + bonus structure
* 26 days annual leave including a day off for your birthday (plus bank holidays)
* Contributory pension scheme
* Private Healthcare
* Life assurance
* Health insurance
* 2 charity volunteer days
* Employee recognition
* Recruitment referral
* Career Development
* Cycle to work scheme
Main responsibilities include:
* Maintain highest level of client care, providing a holistic financial planning consultation and ensuring all clients needs are met to the highest standard.
* Ensure all aspects of financial planning and investment are covered to ensure the level of service meets the height of expectations.
* Grow client base by recruiting through referrals and personal networking, it is expected that new Wealth Planners generate a minimum of £50k in new business in the first 12 months.
* Maintain a close working relationship with colleagues and continually identify opportunities for improvement.
* Maintain ones own personal and professional development, including keeping up to date with relevant developments in the industry.
The ideal candidate:
* Experience in managing private client relationships (5 years desirable).
* Experience in providing financial advice (1-2 years).
* Ability to work with clients across all wealth bands and communicate effectively with all clients.
* Fully qualified with the ambition to move towards Chartered Status, if not already held.
* Excellent communication, sales and presentation skills.
* Ability to work as part of a defined client team, delegating work to colleagues and interacting with different offices to deliver an efficient, compliant and engaging service to clients.
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
