Wealth Plannerat Hackajob Ltd
HHackajob LtdSt James, South West London
St JamesFull timeOn-sitePermanent
estimated annual salary£45,000 – £55,000per 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 as a Wealth Planner and help clients navigate their financial futures with tailored investment strategies. This is a fantastic opportunity to make a real difference in people's lives while working in a dynamic team environment.
what you'll be doing
1Client ConsultationEngage with clients to understand their financial goals.
2Investment StrategyDevelop tailored investment plans to meet client needs.
3Market AnalysisMonitor financial markets to provide informed advice.
4Relationship ManagementBuild and maintain strong client relationships.
what you'll need
experienceRelevant experience preferred
hoursFull time
startASAP
Financial PlanningInvestment KnowledgeCommunicationAnalytical ThinkingCustomer Service
Hackajob Ltd is hiring a 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.