Hybrid Wealth Planner & Client Growth Advisor

Hybrid Wealth Planner & Client Growth Advisor

Full-Time 59400 - 72600 Β£ / year (est.) Home office (partial)
F

At a Glance

  • Tasks: Deliver top-notch financial planning advice and build strong client relationships.
  • Company: Join AAB, a leading wealth management firm in London.
  • Benefits: Enjoy hybrid working, competitive salary, and a comprehensive benefits package.
  • Other info: Be part of an agile, collaborative team focused on client growth.
  • Why this job: Make a real difference in clients' lives while growing your career in finance.
  • Qualifications: Chartered-level wealth professional with excellent communication skills.

The predicted salary is between 59400 - 72600 Β£ per year.

AAB is seeking a Chartered-level wealth professional to join its London team as a trusted advisor to clients.

You will deliver high-quality financial planning advice, manage relationships, and drive growth while working within an agile, collaborative Wealth team.

The role requires strong communication, regulatory knowledge, and a proactive attitude to develop client networks and referrals.

Hybrid working and a comprehensive benefits package are offered.

#J-18808-Ljbffr

Hybrid Wealth Planner & Client Growth Advisor employer: Financial Planning Firm

AAB is an exceptional employer that fosters a dynamic and inclusive work culture in the heart of London. With a strong emphasis on employee growth, you will have access to ongoing professional development opportunities while enjoying the flexibility of hybrid working. Our comprehensive benefits package ensures that you are well-supported both personally and professionally, making AAB a rewarding place to advance your career as a Wealth Planner & Client Growth Advisor.

F

Contact Details:

Financial Planning Firm Recruitment Team

We think you need these skills to ace Hybrid Wealth Planner & Client Growth Advisor

Chartered-level Wealth Knowledge
Financial Planning Advice
Relationship Management
Client Network Development
Regulatory Knowledge
Proactive Attitude
Communication Skills