We are partnered on an exclusive basis with a high profile, wealth management focused Private Bank in Nottingham, who are looking to recruit 2 new Wealth Planners to the team. The role is within their 'remote' advice team, delivering a predominantly telephone/video based advice and review service to an existing client base of affluent private clients (portfolios up to £500K). Advice is holistic covering all areas of investment and financial planning, and there will be occasional face to face meetings (when we return to more normal times).
This is a great position either someone looking for a 'stepping stone' into a top tier Private Bank (there would be the opportunity to move internally into a face to face HNW/UHNW role after c2 yrs), or equally someone who is content staying in a fast-paced client servicing role where all clients are provided. The role is focused on servicing and maintaining a large existing client, without the normal pressure of new business targets or new client origination.
Salary is up to £45K plus excellent benefits (10% pension, healthcare etc) and bonuses
Financial Planner - Private Bank, Notts (client base provided)
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£40000 - £45000 per annum
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Ref
V-63874
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Contact Name |James Woods
CONTACT US 0113 274 3000
James Woods
Senior Client Director
James Woods has 17 years recruitment experience, the last 15 years spent within the financial services sector. He joined BWD in early 2008 to develop the firm’s coverage in the South. James' area of focus is the financial planning market in London and the South East. He specialises in recruiting mid-senior level client-facing wealth management professionals for Private Banks, Investment Houses, Wealth Managers and Professional Practices. He operates on both an engaged and contingency basis and is account manager for some of our most prestigious clients. He is without doubt one of the market leaders in the Financial Services recruitment sector and his ability to get the job done means he is well favoured by our clients and candidates. There are very few recruiters who can offer the same depth of knowledge, experience, network or level of professionalism as James.