Exciting Opportunity for Wealth Planner in Newcastle!
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:
1. 5+ years of experience managing private client relation...