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Dudley

    Asset Planning Officer - Dudley, West Midlands, United Kingdom - Energy Jobline CVL

    Energy Jobline CVL background
    Description
    Join an esteemed wealth management company with over 15 years of industry expertise 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

    • Cycle to work scheme
    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
    • 5+ years of experience managing private client relationships and providing financial advice
    • If you're ready to take your wealth planning career to the next level with a supportive and rewarding environment, we want to hear from you


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