At a Glance
- Tasks: Build trusted relationships and provide high-quality remote financial advisory services.
- Company: TrinityBridge, a client-focused financial planning firm.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Collaborative team environment with a focus on service and retention.
- Why this job: Make a real difference in clients' financial lives while working from anywhere.
- Qualifications: Experience in wealth planning and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
Trinity Bridge is seeking an experienced Wealth Planner to build trusted relationships with an existing client bank while developing new assets and fees.
The role focuses on service and retention, with occasional visits to the London office.
You’ll plan and execute the annual business plan, provide high-quality remote advisory services, and ensure timely client reviews.
You will maintain regulatory standards, hit KPIs, and work collaboratively with the team to grow ongoing fees and net flows.
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Client-Centric Financial Planner (Remote) employer: TrinityBridge
TrinityBridge is an exceptional employer that prioritises employee growth and inclusivity, making it an ideal place for aspiring investment professionals. With a commitment to sustainability and a supportive work culture, employees benefit from flexible working options and a comprehensive range of benefits that promote a healthy work-life balance. As part of a dedicated team, you will have the opportunity to develop your skills through structured study programmes while building meaningful client relationships in a collaborative environment.
