Financial Planner HNW Clients - Hull - Hessle

Salary from £60,000 to £75,000 depending on experience.

Bonus, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits.

This is an international company, that prides itself on achieving meaningful, long-term relationships with their clients - it’s truly a great company to join for a long-term career!

It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

You will be supported by the expertise and insight of a dedicated research team, as well as being aided by paraplanners and administration

Your role:

To be considered for this fabulous Wealth Planner role, you will need to be:

• Diploma, or equivalent Level 4, and having or working towards Chartered status
• Ideally have obove average Pension experience
• Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
• Ability to deliver a brilliantly holistic client financial planning experience
• Highly motivated self-starter and a strong team player

This a very polished successful company, where their people feel valued and respected. In your role, your clients’ needs come first and for this company your needs really matter too. This a really marvellous opportunity in a growing and already very successful company

Interested?

If this sounds like the role for you, please forward a copy of your CV for immediate short-listing

If you would like to discuss this role, or any others we may recommend to you, please do get in touch. Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you