Wealth Planner
Dudley, North Tyneside
£ 50000 - 80000/annum + bonus structure
Enjoy a competitive salary and an array of bonuses, including healthcare, generous annual leave, and a pension scheme. Craft meticulous reports, collaborate seamlessly with colleagues, and stay abreast of industry trends. The ideal candidate possesses extensive financial planning knowledge and excellent communication skills. Elevate your career in a supportive environment that values your expertise and dedication
Here’s what we offer:
* Competitive salary (£50-85k DOE) + bonus structure
* Generous annual leave: 26 days plus your birthday off (and bank holidays)
* Contributory pension scheme
* Comprehensive healthcare coverage including private healthcare, life assurance, and health insurance
* Opportunities for personal growth: 2 charity volunteer days, employee recognition, recruitment referral
* bonuses, and career development programs
* Employee perks: Cycle to work scheme
Your main responsibilities will include:
* Providing top-tier client care through holistic financial planning consultations, meeting and exceeding client expectations
* Expanding our client base through referrals and networking, with a target of generating £50k in new business within the first year
* Fostering strong relationships with colleagues and seeking continuous improvement opportunities
* Staying updated with industry developments to ensure the highest level of service delivery
We’re looking for someone with:
* 5+ years of experience ...