Wealth Planner

Are you a driven and experienced professional looking to excel in wealth planning? Our client, based in St Peter Port, Guernsey, is seeking a talented Wealth Planner to join their team. As a key player in the Trust sector, our client is known for their commitment to delivering exceptional financial solutions and fostering a collaborative work environment. This permanent position offers an ideal opportunity to contribute to a dynamic, forward-thinking organisation.

Key Responsibilities

• Provide tailored wealth planning solutions to clients in alignment with their financial goals.
• Collaborate with our client’s team to design and implement trust-based strategies.
• Maintain current knowledge of wealth structuring trends and legislative changes.
• Build and nurture strong client relationships to ensure long-term success.

Skills and Expertise

• Expertise in the Trust sector: Demonstrated experience working in or with trust services.
• Strategic planning skills: Proven ability to create bespoke financial plans for diverse client needs.
• Client-focused mindset: Ensuring customer satisfaction through personalised advisory support.

Take this valuable opportunity to advance your career and contribute to a prestigious organisation in Guernsey’s thriving financial market. If you’re enthusiastic about making an impact within the wealth planning space, we encourage you to apply today!

More information about this role is available upon request – contact the team today for further details.