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; focus on new clients and prospects.
- Why this job: Join a new venture, shape its future, and enjoy excellent career progression.
- Qualifications: Must be an authorised Financial Planner, eager for new challenges.
The predicted salary is between 56700 - 69300 £ 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...
Wealth Planner/Senior Wealth Planner - Private Bank employer: BWD Search & Selection
BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.
Contact Details:
BWD Search & Selection Recruitment Team
