Job Description
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in East Anglia. Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows:
* Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M)
* All clients/leads provided for you - no external self-generation required
* Progressive, tech-enabled proposition
* New business focus – spend your time in front of new clients and prospects, not doing annual reviews
* Get involved in shaping and developing this new division – opportunity to have a genuine input
* Hybrid working model
* Significant career progression opportunities
* Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus.
You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.