Senior Financial Planner, Private Bank – Birmingham

Senior Financial Planner, Private Bank – Birmingham

Senior Financial Planner, Private Bank – Birmingham

Bwd Search & Selection

Reed

Birmingham, West Midlands (County)

19 hours ago

No application

About

We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in Manchester.This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assetsAll clients/leads provided for you - no external self-generation requiredProgressive, tech-enabled propositionNew business focus – spend your time in front of new clients and prospects, not doing annual reviewsGet involved in shaping and developing this new division – opportunity to have a genuine inputHybrid working modelSignificant career progression opportunitiesExcellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.