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Wealth Planner

Location: Bristol, UK
Salary: Competitive
Ref: JH2911
Date posted: 29th November 2019
Closing date: 31st January 2020

Our client is a well-established wealth management and banking firm with a fantastic reputation. They are currently seeking a Wealth Planner to join their talented and dynamic team in Bristol. Your role will be to develop and maintain relationships with high net worth clients and to advise them on complex financial products throughout all asset classes. Creation and implementation of financial solutions for these clients will be the focal point of your role. To be successful in this position you will ideally need to be a Chartered Financial Planner or working towards this level.  Possessing significant experience in wealth planning for high net  and UHW worth clients.

This role will pay a competitive salary and represents a fantastic opportunity to join a well-established company in an exciting and varied role. If you feel that you meet the requirements set out above, please apply now, or call for an informal discussion.

Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date.

If you have the skills and experience stated, please apply NOW!

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Your Contacts

Jo Howell

Recruitment Manager - Accountancy & Financial Services
01392 413577
jhowell@cathedralappointments.co.uk

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