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- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Employee recognition
- Career Development
- Cycle to work scheme
- Ensure all aspects of financial planning and investment are covered to ensure the level of service meets the height of expectations.
- Grow client base by recruiting through referrals and personal networking, it is expected that new Wealth Planners generate a minimum of £50k in new business in the first 12 months.
- Maintain ones own personal and professional development, including keeping up to date with relevant developments in the industry.
- Experience in providing financial advice (1-2 years).
- We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business.
Planning Administrator - Sheffield, United Kingdom - A for Appointments
Description
Junior Wealth Planner:
An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years' experience in the industry.
45k (DOE) + bonus structure
Maintain highest level of client care, providing a holistic financial planning consultation and ensuring all clients needs are met to the highest standard.