Wealth Planner

We are a leading bulge bracket bank with a strong presence in the global financial market. As part of our major growth strategy, we are expanding our wealth management team and making it our main focus. We are currently seeking a highly skilled and dedicated Wealth Planner to join our team.

• Develop comprehensive financial plans for clients including strategic allocation of client’s financial resources.
• Provide expert advice on pensions, investments, tax, and insurance.
• Conduct detailed client assessments to understand their financial goals, attitude to risk, and life stage.
• Monitor and adjust financial plans as necessary in line with market trends and changes in client’s circumstances.

• CISI Level 4 qualification or higher is essential.
• Proven experience in wealth planning, with a focus on pensions.
• Strong understanding of financial markets and investment strategies.
• Excellent interpersonal and communication skills.
• Ability to work in a fast-paced, dynamic environment.

This role requires a flexible work schedule with a requirement to be in the office for 2 days a week. The remaining work can be done remotely.