Wealth Planner​/Senior Wealth Planner - Private Bank

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 Wealth Planners and Senior Wealth Planners across their East Anglia Region.

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 £3M investable assets 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 authorised 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