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.
#J-18808-Ljbffr
Client-Centric Financial Planner (Remote) employer: TrinityBridge
TrinityBridge is an exceptional employer that prioritises a supportive and inclusive work culture, making it an ideal place for professionals seeking meaningful careers in client services. With a strong commitment to employee growth and development, the company offers ample opportunities for advancement while fostering a diverse environment where every voice is valued. Located in a vibrant area, TrinityBridge provides unique advantages such as flexible working arrangements and a collaborative team atmosphere, ensuring that employees thrive both personally and professionally.
