Senior Wealth Planner
6 days ago
We are seeking an experienced Financial Planner to join our team as a Senior Wealth Planner. The ideal candidate will have a proven track record of success in wealth planning and will be able to demonstrate strong analytical and problem-solving skills.
The successful candidate will be responsible for managing client relationships, developing and implementing financial plans, and providing advice on investment opportunities. They will also be expected to stay up-to-date with industry developments and trends, and to contribute to the development of new business strategies.
Key Responsibilities
- Manage client relationships and develop financial plans.
- Provide advice on investment opportunities.
- Stay up-to-date with industry developments and trends.
- Contribute to the development of new business strategies.
Salary and Benefits
OTE £100,000+ per annum.
- Salary range: £80,000 - £120,000 per annum, depending on experience.
- A competitive bonus structure.
- Access to a comprehensive benefits package, including health insurance and pension scheme.
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