Wealth Planner

mbf; Greater London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A prestigious wealth management firm in Greater London is seeking a dynamic Wealth Planner. This role is perfect for an individual with 1-2 years of client-facing experience aiming for chartered status. You will work closely with a Head of Wealth, developing tailored strategies for high-net-worth clients. The position offers a unique opportunity for professional growth and mentorship in the financial market.

Qualifications

• 1-2 years of client-facing experience in wealth management or a related field.

Responsibilities

• Collaborate with the Head of Wealth to develop tailored wealth management strategies.
• Foster strong client relationships to achieve their financial objectives.
• Conduct financial reviews and analysis to offer expert guidance.
• Stay updated on industry trends to provide effective solutions.

Skills

Client-facing experience

Wealth management knowledge

Job description

About the Company

We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.

Job Description

We are currently seeking a dynamic Wealth Planner to join our client's team. This role is ideal for an individual with 1-2 years of client-facing experience who is working towards (or already attained) chartered status. As a Wealth Planner, you will have the unique opportunity to work closely alongside and shadow an experienced Head of Wealth, gaining invaluable experience in the upper echelons of the financial market.

Key Responsibilities

• Collaborate with the Head of Wealth to develop and execute tailored wealth management strategies for high-net-worth clients.
• Foster and maintain strong client relationships, ensuring the achievement of their financial objectives.
• Conduct thorough financial reviews and analysis, offering expert guidance to clients.
• Stay updated on industry trends and regulations to provide the most effective solutions to clients.

Qualifications and Skills

• 1-2 years of client-facing experience in wealth management or a related field.