Senior Wealth Plannerat Hackajob Ltd
HHackajob LtdSandfold, Manchester
SandfoldFull TimeOn-sitePermanent
estimated annual salary£40,000 – £46,000per 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 partnership with Barclays as a Senior Wealth Planner, where you'll play a pivotal role in guiding clients towards a secure financial future. Utilise your expertise to provide tailored investment advice and foster long-lasting relationships with both new and existing clients.
what you'll be doing
1Client ConsultationEngage with clients to understand their financial goals and needs.
2Investment StrategyDevelop bespoke investment strategies to maximise client returns.
3Financial PlanningCraft comprehensive financial plans that align with client aspirations.
4Relationship ManagementNurture and maintain strong relationships with a diverse client portfolio.
what you'll need
experience5+ years in wealth planning
hoursFull Time
startASAP
Financial AcumenClient ManagementInvestment KnowledgeAnalytical SkillsCommunication Skills
Hackajob Ltd is hiring a Senior Wealth Planner in Manchester. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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