An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in Bournemouth. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years. You will be entrusted with managing a considerable client bank generating an annual revenue of £300,000.
Key Responsibilities:
- Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.
- Revenue Generation: Maximse revenue opportunities within the assigned client bank, contributing to your overall financial success.
Requirements:
- Proven experience as a Financial Planner with a focus on private clients.
- Ideally Chartered Financial Planner status via the CII.
- Strong understanding of wealth management principles and financial planning strategies.
- Excellent interpersonal and communication skills.
Benefits:
- Competitive salary up to £70,000 per annum.
- Performance based bonus.
- Comprehensive benefits package.
- Opportunity to work with a prestigious and established Wealth Manager.
Sector:
- Financial Services
- Financial Planning
