Executive Planner for Investment Growth
3 weeks ago
We are seeking a highly skilled Executive Planner to join our team at Cooper White Group. In this role, you will be responsible for developing and implementing strategies to drive business growth, managing a portfolio of clients, and providing expert financial planning advice.
About the Role:
- Develop and implement business growth strategies, identifying new opportunities and building relationships with key stakeholders.
- Manage a portfolio of clients, delivering tailored financial planning solutions and helping them achieve their long-term financial goals.
Requirements:
- Minimum 3 years' experience in financial planning, with a proven track record of success.
- Strong analytical skills, with the ability to interpret complex data and make informed decisions.
- Excellent communication and negotiation skills, with the ability to build strong relationships with clients and stakeholders.
What We Offer:
- A salary of £70,000 - £100,000 per annum, depending on experience.
- A comprehensive benefits package, including pension scheme, health insurance, and annual leave.
- Ongoing professional development and training opportunities.
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