Wealth Planning Professional

1 week ago


Derby, Derby, United Kingdom GCB Recruitment Full time

GCB Recruitment is a leading recruitment agency specializing in the placement of experienced professionals in the field of estate planning. We are currently seeking a skilled Wealth Planning Professional to join our client's team.

**Job Description:**
  • Conduct meetings with clients to discuss wealth planning solutions.
  • Develop and implement tailored wealth plans for clients.
  • Maintain accurate records and manage correspondence with clients.
**Required Skills and Qualifications:**
  • IFA or banking experience preferred.
  • Legal background or membership with the Society of Will Writers.
  • Proficiency in legal software.
  • Strong written and verbal communication skills.
  • A valid driver's license and access to a personal vehicle.
**Benefits:**
  • Competitive base salary: £32,500 per annum.
  • OTE: up to £55,000 per annum.
  • Flexible working options.
  • Comprehensive training and ongoing support.


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