Wealth Planner, Private Bank - East Anglia

We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners in East Anglia.Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows:

• Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M)
• All clients/leads provided for you - no external self-generation required
• Progressive, tech-enabled proposition
• New business focus - spend your time in front of new clients and prospects, not doing annual reviews
• Get involved in shaping and developing this new division - opportunity to have a genuine input
• Hybrid working model
• Significant career progression opportunities
• Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus.

You will be an ambitious Financial Planner, most likely with 1-4 years authorised experience, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.