Executive Planner for Investment Growth

3 weeks ago


London, Greater London, United Kingdom Cooper White Group Full time
Join Our Team as an Executive Planner for Investment Growth

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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