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Wealth Planner / Wealth Planning Director - 36410
- To be advised
- Permanent, Full Time
- Closing in 53 days
- Itchyfeet Recruitment Agency
Our client is looking for a knowledgeable Wealth Planner to join their team in the Isle of Man. In this pivotal role, you will focus on providing holistic wealth planning advice, while fostering and maintaining excellent client relationships. You will play a key part in ensuring that both prospective and existing clients receive tailored advice on pensions and investments, with the aim of achieving positive client outcomes. This role also allows you to engage in local business development activities. You will work collaboratively with colleagues to support each other in achieving organizational goals. Your proactive service will help meet the ongoing financial needs of clients and ensure compliance with relevant advice standards and regulations. This is an extraordinary opportunity to grow your career in a supportive environment with a reputable firm in the wealth management industry. Please email team@itchyfeet.im or follow the link for further information and for details on how to apply https://itchyfeetoffshore.com/job-search/?sector=Any&location=Any&search=36410&permanent=off&contract=off&temporary=off&part-time=off
