Wealth Planner

We are partnering with a highly regarded wealth management firm in their search for an experienced Wealth Planner. The roles supports the expansion of the business and their growing presence in the South West.

• Provide bespoke, regulated financial advice to the firm’s client base

• Build and nurture strong client relationships

• Collaborate with the Investment Managers to support business growth

• Consistently deliver exceptional levels of customer service

What’s in it for you:

• Base Salary of £60,000 – £80,000 DOE, plus bonuses

• Hybrid working, typically two days per week WFH

• Minimum 2 years experience as a Financial Planner

• Track record of dealing with Ultra/High Net worth clients

• Chartered Financial Planner status would be highly desirable

• First class communication and presentation skills

This is a fantastic opportunity to develop your career within a leading Wealth Management company, as they continue their expansion. For more details please send a copy of your latest CV to ***email_hidden***