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Senior wealth planner - build bespoke financial futures

Cambridge
Tees
Wealth planner
€70,000 a year
Posted: 18 May
Offer description

Tees is looking for a Senior Wealth Planner to join their Wealth team in Cambridge or Bishop’s Stortford. The role involves providing tailored financial planning advice and building strong client relationships. Candidates should be Level 6 qualified with experience in Wealth Planning, possess excellent communication skills, and demonstrate strong analytical abilities. The position offers a comprehensive benefits package, including professional development, wellness support, and a generous work-life balance policy.
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