Wealth Planner, Private Banking - City of London, United Kingdom - Recruitment Resolution

Recruitment Resolution

Verified Company

City of London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.