Senior Wealth Plannerat Hackajob Ltd
HHackajob LtdSt James, South West London
St JamesFull TimeOn-sitePermanent
estimated annual salary£60,000 – £70,000per yearestimated · typical for this role
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Hackajob Ltd in St James, South West London, as a Senior Wealth Planner. You'll play a pivotal role in guiding clients towards a secure financial future, offering tailored investment advice and planning strategies. Take the next step in your career with us and make a real impact!
what you'll be doing
1Client ConsultationEngage with clients to understand their financial goals and needs.
2Investment StrategyDevelop and implement personalised investment plans.
3Market AnalysisMonitor market trends to provide informed advice.
4Relationship BuildingCultivate strong relationships with clients for long-term success.
what you'll need
experience5+ years in wealth planning
hoursFull Time
startASAP
Financial PlanningInvestment KnowledgeClient ManagementAnalytical SkillsCommunication
Hackajob Ltd is hiring a Senior Wealth Planner in London. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.