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Wealth Planner

£45,000 to £57,000
Job Type
6 Sep 2022
Brightwork have the pleasure of supporting a growing law firm in the search for an experienced Wealth Planner, specialising in the areas of private client, commercial property, corporate, commercial dispute resolution, renewable energy, healthcare, telecoms and family businesses. The role We are looking for a Wealth Planning Advisor to join our clients Wealth Planning Team, offering independent, whole of market, advice while promoting, protecting and passing on client wealth. The clients Wealth Planning team sits within their Private Client team and provides a specialist Wealth Planning service to clients. In this role you will meet with and provide advice to their high net worth clients on their financial affairs in relation to investments, pensions and other financial products. This role requires a person with presence and professionalism that possesses an ability to quickly build rapport and trust both with clients and colleagues. The candidate You will be a minimum of level 4 qualified. You must also have an excellent working knowledge of the financial services marketplace and trends. It would be helpful to have worked in a professional fee-based environment and have a client following similar to the clients profile This is a service-focused and busy wealth planning environment where everyone works as a team, so teamwork and a positive attitude is imperative. If you have the required experience and attributes described, are commercially and client focused, can provide excellent technical service and deliver on time this is a great opportunity to become a key part of our team. If you are interested to know more then please apply with an updated CV. Brightwork Ltd offers the services of an employment agency for permanent roles and an employment business for temporary roles
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  • Job Reference: 705456658-2
  • Date Posted: 6 September 2022
  • Recruiter: Staffline
  • Location: Glasgow
  • Salary: £45,000 to £57,000
  • Bonus/Benefits: DOE
  • Sector: Accounting
  • Job Type: Permanent