Wealth Planner, Private Banking - City of London, United Kingdom - Recruitment Resolution
Description
Top reasons to work as a Wealth Planner for this client:
- Basic salary to £80k per annum.
- Annual Bonus.
- Listed in the Sunday Times Best Companies to work for the last 15 years.
- Award winning private banking and wealth management.
- Working in partnership with private banking colleagues in the UK and internationally.
- People really do come first; employees' development and wellbeing is a priority.
- Noncontributory company, DC Pension scheme.
- Private health insurance, Life assurance.
- Cycle to work, Holiday purchase, professional education sponsorship.
- London City based HQ.
Core responsibilities will typically include:
- To deliver proactive wealth / financial planning advice to clients.
- Work effectively across multiple teams to deliver exceptional support and service.
- To build professional networks and develop new sources of business introductions.
- To maintain high level of technical competence and up to date knowledge.
Expected Qualifications, Skills & Experience:
- Level 6 Financial Planning qualified.
- Certified or Chartered Financial Planner.
- Experienced in cash flow modelling and goalsbased investing.
- Proficient in using planning and reporting software.
- Ability to provide wealth, financial planning, structuring and investment advice to both UK and Non-UK resident and domiciled individuals.
- Strong understanding of regulatory and legal framework surrounding wealth / financial planning, investment and fiduciary products and services.
- Solid understanding of UK tax legislation.
- Awareness of competitor landscape in the products and services market.
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