Wealth Planner

Womble Bond Dickinson; Newcastle upon Tyne; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Wealth Planner to join their Private Wealth team in Newcastle. This role involves collaborating with financial advisors and lawyers to provide comprehensive financial planning and investment advice to clients. You'll play a crucial role in managing client portfolios, conducting cash flow analyses, and drafting recommendations. The firm values a supportive culture that prioritizes employee wellbeing and encourages diversity and inclusion. If you're looking for a dynamic environment where you can make a real impact, this opportunity is perfect for you.

Benefits

Flexible Working

Wellbeing Resources

Diversity and Inclusion Initiatives

Qualifications

• Experience in a financial planning environment is essential.
• Strong technical knowledge in investments, pensions, and life assurance.

Responsibilities

• Attend client meetings and act as a key point of contact.
• Prepare and present lifetime cash flow analyses and recommendations.

Skills

Communication Skills

Financial Planning

Investment Recommendations

Pensions Knowledge

Life Assurance Knowledge

Pressure Management

Education

RO1 to RO6 Qualifications

Tools

Microsoft Office

Intelliflo

Voyant

Job description

We're looking for a Wealth Planner to join our Private Wealth team in Newcastle.

The team operates as part of Womble Bond Dickinson Wealth Limited and has a solid reputation for providing creative financial planning, tax solutions, and investment advice to a wide range of private clients.

The team

Our Private Wealth team comprises lawyers, accountants, financial advisors, and tax specialists. Their expertise is highly regarded and ensures that our clients' wealth is protected now and for future generations. This unique setup allows us to offer our clients the very best full-service advice possible.

The role

You'll join our Investments and Pensions team in Newcastle, working primarily on clients of the law firm, including individuals, corporates, trusts, and charities.

Our Wealth Planners support the advisers by attending client meetings, acting as a key point of contact, researching financial products, preparing and presenting lifetime cash flow analyses, developing solutions, and drafting recommendation reports and letters. You'll also implement these recommendations and regularly review client portfolios. Much of our work is done in collaboration with lawyers and accountants, enabling us to formulate complex and holistic advice that considers financial planning, legal, and tax issues.

The candidate

This is a busy team, so you'll need to work well under pressure with a high volume of work. We operate within a highly procedural environment shaped by law firm practices and FCA regulations, requiring a good understanding of processes and procedures. Excellent communication skills, both written and verbal, along with strong technical knowledge and experience in recommending investments, pensions, and life assurance, are essential. Familiarity with IT packages like Microsoft Office is expected, and experience with Intelliflo, Voyant, or other cash flow analysis tools is a plus.

Minimum requirements include:

• Experience working within a financial planning environment
• RO1 to RO6 qualifications
• Experience in recommending investments, pensions, and life assurance

What makes it great to work here?

We strive to create an open culture that sets us apart from other firms. Our culture emphasizes a human touch, making us more than just suits.

As signatories to the Mindful Business Charter, we prioritize the health and happiness of our people, offering resources and initiatives to support wellbeing and flexible working. Our DEI initiatives foster an environment where differences are valued, supported by various colleague networks. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual orientations.

We are committed to inclusive and accessible recruitment. If you have a disability or long-term condition requiring adjustments during the process, please contact us. Candidates meeting the minimum criteria will be offered an interview, with adjustments available upon request. We aim to fill roles directly through our in-house team, but if you're an agency, please click here for collaboration options.