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Associate Wealth Planner
Job Posted: 16 days ago
Salary: £ 40,000 - 50,000 / Annum
Job Type: Permanent
Location: FY4, Common Edge, Blackpool
Expire in: 12 days
Job Description
We are exciting to be recruiting for an Associate Wealth planner for a global client based in South Shore. This role is suitable for an experienced Wealth Planner with a keenness to implement their skills for a great company!
Associate Wealth planner salary:£40,000-£50,000
Associate Wealth planner hours: 8:30am-5pm Monday to Friday (Hybrid working available post probation.
Associate Wealth planner benefits:
-25 holiday days +Bank Holidays
-Pension contribution.
-On site parking.
-Cycle to work Scheme.
Associate Wealth planner roles and responsibilities:
-Prepare and submit CDD and new account paperwork for client onboarding, following the Company’s AML process and procedures
-Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries
-Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances
-Accurately create and maintain XPlan and any associated client records
-Deal with finance queries including invoices, billing, WIP, commissions, etc
-Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner.
-Undertake accurate calculations and cash-flow modelling where needed to support recommendations
-Draft and co-ordinate technical documents and research for client presentation
Associate Wealth Planner core competencies:
-Ability to work unsupervised following training
-Excellent customer service skills
-Effective communicator with good presentation skills
-Strong organisational and time management skills, resilient, ability to work under pressure and to deadlines
-Strong numerical skills. Excellent accuracy and attention to detail - quality output
-Excellent interpersonal, team working and influencing skills
-Flexible and proactive
If this role is permanent, gap personnel is operating as the employment agency. If this job is a temporary role, gap personnel is operating as the employment business. Gap personnel is committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job
Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
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Looking for your next career move? Join a top company hiring Associate Wealth Planner job near me in FY4, Common Edge, Blackpool! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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