BWD Search & Selection
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners and Senior Wealth Planners across their Southern region (Dorset/Hampshire/Surrey)
This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities.
Some key highlights are as follows:
- Provide financial planning advice, led by cash flow modelling, to clients with up to £3M investable assets
- All clients/leads provided for you – no external self-generation required
- Progressive, tech-enabled proposition
- New business focus – spend your time in front of new clients and prospects, not doing annual reviews
- Get involved in shaping and developing this new division – opportunity to have a genuine input
- Hybrid working model
- Significant career progression opportunities
- Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus.
You will be an authorised Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details
To apply for this job please visit www.reed.co.uk.
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