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Senior Wealth Planner Client Strategy

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: Killik & Co
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
Position: Senior Wealth Planner: Growth & Client Strategy
A financial services firm seeks a professional to provide exceptional financial planning services to clients, actively engage in business development, and collaborate with team members to enhance client satisfaction. The ideal candidate will possess excellent communication skills, a strong foundation in financial planning, and a proactive approach to acquiring new clients. This role includes ongoing client service and contributes to team objectives, aiming for high standards in client satisfaction and retention.
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Position Requirements
10+ Years work experience
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