Wealth Planner

Recruiter
Hays Financial Markets
Location
London (Greater)
Posted
15 Sep 2018
Closes
18 Sep 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Long established Private bank with chartered status as a strong reputation with both its corporate and private clients is experiencing a period of strong growth. As a consequence the wealth planning team which provides flexible and comprehensive wealth planning advice require an additional Wealth Planner to help support the increase in workload. The role is all about building a strong client book.
The responsibilities encompass the following:
Develop and maintain long standing business relationships with high net worth clients(HNWI) to enable giving effective advice on a range of complex products in all asset classes, wealth structuring, estate and retirement planning and protection, identify and develop new business opportunities from existing clients, introducers and referrals as well as your own network, work towards agreed revenue targets.
Candidates applying for the Wealth planner role must have the following profile:
Diploma level 4 as a minimum ideally chartered level 6 qualified or studying towards, experience of providing holistic advice, expert knowledge of investments and pensions, with wealth planning working with high net worth clients(HNWI) gained within a Private bank/or Wealth management. Possess expert understanding of pensions and investments.
What you need to do now
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This job was originally posted as www.cityjobs.com/job/960716799

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