Wealth Planner

Canary Wharfonsite

Posted yesterday · via Workday

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About this role

Job Description Purpose To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services. Accountabilities Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings Response to customer inquiries, resolution of issues, and provision of guidance on product usage.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: less, teams

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Canary Wharf. We weight your proximity and willingness to relocate.

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