Job Description
Wealth Planner | York
£75,000 - £85,000 basic salary + annual bonus
Hybrid working
Newly created role
A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York.
This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team.
This newly created role offers a unique opportunity to make a significant contribution to a well-established office.
About the Role
* As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients.
* Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients.
* Pension experience is essential.
* Excellent client-facing skills, technical proficiency, and a proactive approach are crucial.
* The successful candidate will be a team player, comfortable working with both local and other office-based colleagues.
Key Responsibilities