Wealth Planner - mbf. : Job Details

Are you a seasoned Wealth Planner with a knack for nurturing client relationships and a stellar track record? We're excited to present an exceptional opportunity for a talented Wealth Planner to join our prestigious client's team.

Role Overview:

As a Wealth Planner, you'll be entrusted with the vital responsibility of managing and expanding an existing client portfolio. Your prowess in cultivating strong client relationships is paramount, and you'll have the opportunity to collaborate closely with a dynamic team consisting of two Financial Planners and two Investment Managers.

Key Responsibilities:

Client Relationship Stewardship: You'll be at the forefront of servicing and growing our existing client base, championing the art of building enduring relationships.

Team Synergy: Join forces with our accomplished Financial Planners and Investment Managers to foster an environment of collaboration and knowledge sharing.

Fueling Growth: Drive business expansion by actively generating referrals and pinpointing avenues for client acquisition.

Qualifications and Experience:

You should come armed with a proven track record as a Wealth Planner, demonstrating your prowess in managing and augmenting client portfolios.

Exceptional communication and interpersonal skills are essential to effectively connect with our clients and seamlessly collaborate with our team.

Possessing financial planning certifications and qualifications is a strong advantage.

What's in it for You:

Competitive Compensation: Our client offers a competitive base salary, with the potential to reach up to £95,000 based on your qualifications and experience.

Performance Incentives: You'll have the opportunity to earn attractive performance bonuses in addition to your base salary.

Flexibility is Key: Recognizing the importance of work-life balance, our client offers a highly flexible working environment that caters to your needs.

Comprehensive Benefits: Access to a suite of benefits that are designed to enhance your overall well-being.

If you're a seasoned Wealth Planner eager to elevate your career and contribute to an exceptional team, we invite you to seize this remarkable opportunity. Join us in our mission to provide top-notch financial planning services to our esteemed clients.