Overview

Join us as a Senior Wealth Planner, where you'll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel informed, supported, and empowered in the choices they make. This role is part of our Wealth Management Business and offers a chance to build lasting relationships and deliver a seamless client experience.

Responsibilities

• Manage and grow client relationships and acquire new clients – identifying and managing solutions to meet a wide range of client needs.
• Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver lo...