Wealth Planner - Client-Facing with Senior Mentorship

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

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.