Wealth Planner

4 days ago

Greater London, United Kingdom mbf. Full time

About the Company We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry. Job Description We are currently seeking a dynamic Wealth Planner to join our client's team. This role is ideal for an individual with 1-2 years of client-facing experience who is working towards (or already attained) chartered status. As a Wealth Planner, you will have the unique opportunity to work closely alongside and shadow an experienced Head of Wealth, gaining invaluable experience in the upper echelons of the financial market. Key Responsibilities Collaborate with the Head of Wealth to develop and execute tailored wealth management strategies for high-net-worth clients. Foster and maintain strong client relationships, ensuring the achievement of their financial objectives. Conduct thorough financial reviews and analysis, offering expert guidance to clients. Stay updated on industry trends and regulations to provide the most effective solutions to clients. Qualifications and Skills 1-2 years of client-facing experience in wealth management or a related field. #J-18808-Ljbffr

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