Financial Services Jobs

Senior Wealth Planner

Posted 2 months ago
Salary
£85,000/ANNUAL
Location(s)
West Midlands
Type
Permanent

 

We are currently engaged by one of the most prestigious and highly respected names in the wealth management industry who are seeking a Wealth Planner to join their Birmingham team.Working closely with colleagues in Investment Management, the role will involve developing and managing client relationships and providing complex wealth planning solutions typically across pensions, retirement planning, estate planning and tax structuring advice. Clients of the firm typically have average portfolios of £3M+, many with considerably higher.

They are looking to recruit a Senior Wealth Planner to their offices in Birmingham. This is a growth role, focused on building a book through internal (the IM’s) and external sources.

Candidates will ideally be Chartered Financial Planners, preferably with experience within Private Bank, Investment House and able to evidence the growth and development of existing client bank.

In addition to a highly competitive basic salary are exceptionally generous benefits and bonuses.

 

 

 

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