Senior Wealth Planner

1 week ago

Epsom, Surrey, United Kingdom Financial Divisions Full time
{"h1": "Senior Wealth Planner Opportunity", "p": "We are seeking a highly skilled Senior Wealth Planner to join our team at Financial Divisions. As a Senior Wealth Planner, you will be responsible for managing a portion of our Managing Director\u2019s existing book of business, working with complex HNW cases and providing exceptional customer satisfaction.

Our ideal candidate will have a background in an independent wealth planning firm, with experience in working with high net worth individuals and families. You will have the opportunity to work with a dedicated team of administrators and paraplanners, who will provide you with the support you need to succeed in this role.

Key Responsibilities:

* Manage a portion of the Managing Director\u2019s existing book of business
* Work with complex HNW cases
* Provide exceptional customer satisfaction
* Collaborate with the support team to ensure smooth delivery of services

What We Offer:

* Competitive salary and bonus structure
* Opportunity to work with a high-performing team
* Ongoing professional development and training

If you are a motivated and experienced Senior Wealth Planner looking for a new challenge, please get in touch to discuss this opportunity further.

", "h2": "About Us", "p": "Financial Divisions is a Chartered independent wealth planning firm with a strong reputation for delivering exceptional service to our clients. We have a team of experienced professionals who are dedicated to providing the highest level of service to our clients.

Our values are centered around providing exceptional customer satisfaction, and we are committed to building long-term relationships with our clients.

We are proud to have won numerous awards for our service and are committed to continuing to deliver exceptional results for our clients.

", "h2": "Why Join Us?", "p": "We offer a competitive salary and bonus structure, as well as ongoing professional development and training. Our team is dedicated to providing exceptional customer satisfaction, and we are committed to building long-term relationships with our clients.

If you are a motivated and experienced Senior Wealth Planner looking for a new challenge, please get in touch to discuss this opportunity further.

", "h2": "How to Apply", "p": "If you are interested in this opportunity, please get in touch with us to discuss further. We look forward to hearing from you.

"}

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