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Senior Financial Planner
2 weeks ago
Seeking a Wealth Manager to join our team of experienced professionals. As a Wealth Manager, you will have the opportunity to support individual clients with financial management and provide investment advisory services tailored to their needs.
The role includes:
- Building relationships with clients and identifying their personal and financial needs
- Delivering tailored wealth management solutions through effective communication and influencing
- Conducting in-depth reviews to identify opportunities for growth and improvement
Requirements:
- Certified Wealth Management or Financial Planning qualification
- Pre-existing client book of high net worth individuals
- Strong numerical and analytical skills with close attention to detail
Benefits:
- Opportunity for career progression and professional development
- Competitive remuneration package
- Training and support to enhance your skills and knowledge
About this Role:
This is a rewarding career opportunity for an ambitious and results-driven individual who is passionate about delivering exceptional client service and driving business growth.
