Wealth Planner

Exciting Opportunity for Wealth Planner in Newcastle, Hessle!

Join an esteemed wealth management company with over 15 years of industry expertise! We’re seeking an experienced Wealth Planner to be part of a dynamic team. If you’re a seasoned professional with Chartered Status, this role is tailored for you!

Here’s what we offer:

• Competitive salary (£50-85k DOE) + bonus structure


• Generous annual leave: 26 days plus your birthday off (and bank holidays)


• Contributory pension scheme


• Comprehensive healthcare coverage including private healthcare, life assurance, and health insurance


• Opportunities for personal growth: 2 charity volunteer days, employee recognition,    recruitment referral

• bonuses, and career development programs

• Employee perks: Cycle to work scheme

Your main responsibilities will include:

• Providing top-tier client care through holistic financial planning consultations, meeting and exceeding client expectations


• Expanding our client base through referrals and networking, with a target of generating £50k in new business within the first year


• Fostering strong relationships with colleagues and seeking continuous improvement opportunities


• Staying updated with industry developments to ensure the highest level of service delivery

We’re looking for someone with:

• 5+ years of experience managing private client relationships and providing financial advice


• Ability to effectively communicate with clients across various wealth bands


• Qualifications and ambition to achieve Chartered Status, if not already held


• Exceptional communication, sales, and presentation skills

• Team player mentality with the ability to collaborate efficiently across different offices

If you’re ready to take your wealth planning career to the next level with a supportive and rewarding environment, we want to hear from you! Apply now to join a team of experts committed to delivering excellence in wealth management.

At A for Appointments, we are committed to equal opportunities for everyone.  We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer.

Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants.  Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.