Senior Wealth Planner for Private Clients in Cheltenham

mbf; Cheltenham; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Discretionary bonus scheme

Private medical insurance

Life assurance (4x salary)

Job summary

A leading financial planning firm in Cheltenham is seeking an experienced Wealth Planner to join its growing team. This role involves providing bespoke financial planning advice and developing client relationships while working closely with Investment Directors. The ideal candidate will have strong technical knowledge and a proactive mindset. The position offers a competitive salary of around £80,000, along with a discretionary bonus and benefits including private medical insurance and life assurance.

Qualifications

• Experienced Financial Planner or Wealth Planner.
• Strong relationship management skills.
• Proactive and business-development oriented.

Responsibilities

• Provide bespoke financial planning advice to clients.
• Work with Investment Directors for holistic service.
• Manage and develop client relationships.
• Identify new business opportunities.

Skills

Client relationship management

Technical financial knowledge

Business development

Education

Chartered Financial Planner qualification or progressing towards

Job description

A leading financial planning firm in Cheltenham is seeking an experienced Wealth Planner to join its growing team. This role involves providing bespoke financial planning advice and developing client relationships while working closely with Investment Directors. The ideal candidate will have strong technical knowledge and a proactive mindset. The position offers a competitive salary of around £80,000, along with a discretionary bonus and benefits including private medical insurance and life assurance.