Job Title

Wealth Planner | YorkApply below after reading through all the details and supporting information regarding this job opportunity.75,000 - 85,000 basic salary + annual bonusHybrid workingNewly created roleA leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York. This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team.This newly created role offers a unique opportunity to make a significant contribution to a well-established office.About the RoleAs a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients. Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients. Pension experience is essential. Excellent client-facing skills, technical proficiency, and a proactive approach are crucial. The successful candidate will be a team player, comfortable working with both local and other office-based colleagues.Key ResponsibilitiesProvide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protectionCollaborate with Investment Managers to identify client needs and develop solutionsAssist with client prospecting and retention activitiesContribute to the growth and development of the officeQualifications and ExperienceIdeally Chartered status or near qualificationProven experience providing financial planning advice, specialising in pensionsExcellent client-facing skillsStrong technical knowledge and analytical skillsProactive and self-motivated, able to work independently and as part of a teamExisting professional networks in the region would be beneficial.If you have achieved Chartered status, or actively working towards, and seeking a new role that doesnt center on business development or require an existing client following, this could be an ideal opportunity.