Job Title: Wealth Planner
Industry: Financial Services
Salary: up to £120,000
Recruit UK are working on an excellent opportunity for a Wealth Planner in Bristol to join a Wealth Management Firm.
This firm specialises in really understanding their clients' needs and the purpose that their wealth serves by helping them to avoid financial setback and address their key concerns for maintaining, protecting and growing their wealth.
By creating bespoke written financial plans and using technical knowledge and capabilities you will see yourself helping your clients make prudent investment decisions to maintain their quality of life.
As a wealth planner, you will be working co-creatively with your clients, helping them develop a framework and provide answers to understanding their financial assets and goals.
As a fee-only and wholly independent business this allows you to to provide high-quality service without a conflict of interest, clients have an unclouded view of objectives and an unlimited choice of planning strategies, solving complex planning issues will enable you to help your clients save a significant cost!
If you have experience of working with clients who have a minimum of 1 Million AUM to invest and want to join a firm that prides themselves on meeting and exceeding client’s expectations, then look no further!
What’s in it for you:
Skills and experience required:
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bristol on a Wealth Planning role.
Our commitment to you
• Mention Financial Planning Jobs when you apply