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Wealth Planner/Senior Wealth Planner - multiple hires - Private Bank
Wealth Planner/Senior Wealth Planner - multiple hires - Private Bank
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Wealth Planner/Senior Wealth Planner - multiple hires - Private Bank
Posted 26 March by
BWD Search & Selection
We are working closely with a high profile Private Bank on a large expansion project that will see the hiring of c20 Wealth Planners across London and the South East. This is an exciting time in their history and demonstrates significant commitment to expanding their wealth planning capabilities.
Joining a brand new, planning-led proposition, you will advise wealthy clients, with up to £3M investable assets, across wealth planning and investment advice. All clients will be generated from internal sources and the offering will grow to provide holistic financial planning across Pensions, Investments and IHT Planning, whilst embracing cash flow modelling (using Voyant).
The business are seeking high calibre, astute individuals at a variety of levels. This is an exceptional opportunity to join a prestigious brand as it makes a big play in the financial planning market. Given the embryonic nature of the new proposition, there will excellent career development opportunities, both within this division and the wider group, for individuals joining in the early stages. Additionally the firm offers generous packages and a high degree of flexibility with the opportunity to work from home 3 days a week.
Get in touch via email to find out more.
Joining a brand new, planning-led proposition, you will advise wealthy clients, with up to £3M investable assets, across wealth planning and investment advice. All clients will be generated from internal sources and the offering will grow to provide holistic financial planning across Pensions, Investments and IHT Planning, whilst embracing cash flow modelling (using Voyant).
The business are seeking high calibre, astute individuals at a variety of levels. This is an exceptional opportunity to join a prestigious brand as it makes a big play in the financial planning market. Given the embryonic nature of the new proposition, there will excellent career development opportunities, both within this division and the wider group, for individuals joining in the early stages. Additionally the firm offers generous packages and a high degree of flexibility with the opportunity to work from home 3 days a week.
Get in touch via email to find out more.
Reference: 52378101
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