At a Glance
- Tasks: Provide financial planning advice and cash flow modelling to clients with significant investable assets.
- Company: Major UK Private Bank expanding its wealth planning offering.
- Benefits: Generous salary, 10% pension, BUPA, annual bonus, and hybrid working.
- Other info: No need for self-generated leads; all clients provided for you.
- Why this job: Join a new venture, shape its future, and enjoy excellent career progression.
- Qualifications: Must be an authorised Financial Planner with a fresh approach.
The predicted salary is between 60000 - 80000 £ per year.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners and Senior Wealth Planners across their Southern region (Dorset/Hampshire/Surrey)This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities.
Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £3M investable assets All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus – spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division – opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus.
You will be an authorised Financial Planner, open to new ways of working and keen to take on a fresh challenge.
If this is you, get in touch for more details...
Contact Details:
BWD Search & Selection Recruitment Team
