Wealth Planner/Senior Wealth Planner - Private Bank - #2112835
BWD Search & Selection
Date: 2 weeks ago
City: Liverpool
Salary:
£60,000
-
£100,000
/ year
Contract type: Full time
Work schedule: Full day
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners and Senior Wealth Planners across their North West Region (Liverpool & Manchester)
This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities.
Some key highlights are as follows:
This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities.
Some key highlights are as follows:
- Provide financial planning advice, led by cash flow modelling, to clients with up to £3M investable assets
- All clients/leads provided for you - no external self-generation required
- Progressive, tech-enabled proposition
- New business focus – spend your time in front of new clients and prospects, not doing annual reviews
- Get involved in shaping and developing this new division – opportunity to have a genuine input
- Hybrid working model
- Significant career progression opportunities
- Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus.
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