Senior Wealth Planner

Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

LOCATION: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent 

Seniority: Mid-Senior Level

The Senior Wealth Planner is responsible for developing and delivering advice on Private Client cases within the Private Client Advice Team. It also requires contribution to and support for the development of new initiatives in relation to the proposition and contribution to Divisional and Private Clie...