Wealth Planner - Wealth Management

Brighton Park Bank

Birmingham, United Kingdom
Rdr level 4 or above financial planning qualification
Client relationship management and analysis
Risk assessment and compliance adherence
The role serves as a bridge between the bank's offerings and clients' needs to establish profitable partnerships

Job Summary

  • The role serves as a bridge between the bank's offerings and clients' needs to establish profitable partnerships.
  • Candidates must hold a recognized financial planning qualification at RDR Level 4 or above to provide personalized advice.
  • This position is part of a growing Wealth Management Business focused on closing the Advice Gap in the UK.

Matching Summary

The role serves as a bridge between the bank's offerings and clients' needs to establish profitable partnerships.

Skills & Requirements

Must-have

  • RDR Level 4 or above financial planning qualification
  • Client relationship management and analysis
  • Risk assessment and compliance adherence

Nice-to-have

  • Experience with pensions and UK taxation
  • Digital tools proficiency for client engagement
  • Collaboration with wealth acquisition teams

Key Requirements

  • RDR Level 4 or above qualification
  • PRA & FCA certified role eligibility
  • UK regulatory framework knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter