Job Advertisement: Wealth Planner (VP Level)

 

Currently seeking experienced Wealth Planners at the AVP to VP level to join our prestigious financial institution. This is an excellent opportunity for professionals looking to advance their career in wealth management.

 

Role Responsibilities:

 

Provide comprehensive wealth planning and investment advice tailored to the needs and long-term goals of our clients.

Independently achieve personal objectives and contribute to team targets for attracting new clients and investable assets.

Deliver high-quality, bespoke wealth planning and investment advice, ensuring our clients’ investments are structured correctly to achieve their established medium- and long-term goals.

Understand the risks associated with investment products and ensure the suitability of financial products recommended based on customer attitudes to risk.

Act as the key liaison between the customer and other parts of our organization, being recognized as an expert for all Wealth products e.g., Banking and Credit.

 

Candidate Profile:

 

Proven experience in wealth planning and investment advice.

Excellent understanding of investment products and associated risks.

Strong customer service skills and ability to build and maintain client relationships.

Comfortable using digital technologies and discussing market trends.

 

Salary Range:

 

AVP Level: £55,000 - £90,000

VP Level: £95,000 - £115,000
 

If you are a dedicated professional who meets these criteria, we would love to hear from you. Join us and help shape the future of wealth management.