At a Glance
- Tasks: Provide expert financial planning advice on retirement and estate strategies.
- Company: Join a leading firm dedicated to wealth management and client success.
- Benefits: Attractive salary, professional development, and a supportive team environment.
- Other info: Collaborative culture with opportunities for growth and learning.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: 2:1 degree or higher, CII Level 6, Chartered status, and 2+ years experience.
The predicted salary is between 45000 - 55000 £ per year.
The Berkeley is seeking an experienced Wealth Planner to deliver regulated financial planning advice with a focus on retirement and estate planning.
You will work alongside Investment Managers to identify growth opportunities and manage cases in the CRM.
Ideal candidates hold a 2:1 degree or higher, CII Level 6, and Chartered status (AF3) with 2+ years of financial planning experience; strong communication and Excel/CRM skills are essential.
#J-18808-Ljbffr
Wealth Planner: Retirement & Estate Strategy in Cheltenham employer: The Berkeley
At The Berkeley, we pride ourselves on being an exceptional employer, offering a vibrant work culture that values creativity and collaboration. Our commitment to employee growth is evident through our in-house training programmes and career progression opportunities, while our comprehensive benefits package ensures financial stability and well-being for all team members. Located in the heart of London, we provide unique experiences not only for our guests but also for our colleagues, making every day at The Berkeley a rewarding journey.
