Wealth Planner

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. Responsibilities: Meeting with clients to determine their assets and create financial solutions for their needs Delivery of complex information in a clear and appropriate manner Seeking out new clients through networking and lead generation Hitting revenue targets and completing work in a compliant manner Handling of client affairs with integrity and efficiency Requirements: Significant wealth planning experience working with high net worth clients Excellent understanding of investment, fiduciary and banking and wider markets Skills in research, analysis, interpretation and file preparation Excellent client management experience with the ability to build lasting relationships A fantastic communicator with strong presentation skills IT skills (Microsoft Office) 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. If you have the skills and experience stated, please apply NOW Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.