Wealth Planner

  • Senior
  • Guernsey
  • Negotiable GBP / Year

PR/025000

Job Description

Upload your CV/resume or any other relevant file. Max. file size: 50 MB.

An exceptional opportunity has arisen for a highly skilled Wealth Planner to join an esteemed Trust sector Client in St Peter Port, Guernsey. The ideal candidate will have a legal qualification with 2-5 years’ experience, a strong background in private client exposure, established networks, exceptional communication skills and proven project management prowess.

 

As a Wealth Planner, the successful candidate will be responsible for collaborating with the Client Services teams, managing internal procedures, conducting comprehensive reviews, drafting documents, and liaising with external advisors. They will be expected to have a thorough understanding of trust laws and regulations, as well as an excellent track record of delivering high-quality service.

To be successful in this role, the ideal candidate must be a highly motivated individual who can work well under pressure and maintain a meticulous attention to detail. They will need to be an excellent communicator, able to build strong relationships both internally and externally, and have the ability to manage multiple tasks and priorities.

 

If you have the skills and experience we are looking for, we would love to hear from you. Apply today!

 

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

Supporting You at Every Step

We’ve built our reputation on one basis – a people-first approach that focuses on culture and ability.

For candidates that need additional support, we’re able to prepare you for the entire application process. Whether you need help with your job search or preparing for an interview, we make sure that you’re always prepared for the next step in your application.

We have a range of resources available, all available for you to read for free.