Exciting Opportunity for Wealth Planner in Newcastle, Hessle!
Join an esteemed wealth management company with over 15 years of industry expertise! We’re seeking an experienced Wealth Planner to be part of a dynamic team. If you’re a seasoned professional with Chartered Status, this role is tailored for you!
Here’s what we offer:
* Competitive salary (£50-85k DOE) + bonus structure
* Generous annual leave: 26 days plus your birthday off (and bank holidays)
* Contributory pension scheme
* Comprehensive healthcare coverage including private healthcare, life assurance, and health insurance
* Opportunities for personal growth: 2 charity volunteer days, employee recognition, recruitment referral
* bonuses, and career development programs
* Employee perks: Cycle to work scheme
Your main responsibilities will include:
* Providing top-tier client care through holistic financial planning consultations, meeting and exceeding client expectations
* Expanding our client base through referrals and networking, with a target of generating £50k in new business within the first year
* Fostering strong relationships with colleagues and seeking continuous improvement opportunities
* Staying updated with industry developments to ensure the highest level of service delivery
We’re looking for someone with:
* 5+ years of experience managing private client relationships and providing financial advice
* Ability to effectivel...