Wealth Planner

Newcastle Upon Tyne, Tyne and Wear
06 Apr 2021
19 Apr 2021
Role Classification
Other Professional
Vacancy Type
Contract Type

We are seeking a Wealth Planner to join our Private Wealth team in Newcastle who operate as part of Womble Bond Dickinson Wealth Limited and have a solid reputation for providing creative financial planning, legal and tax solutions and investment advice to a wide range of both corporate and private clients. 

The team

Our Private Wealth team are a collaboration of lawyers, accountants, financial advisors and tax specialists. Their expertise are highly regarded and ensure that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.

The role

If you're looking for a new role as a Wealth Planner, this job will offer you breadth of experience, development opportunities and an environment that is hard to replicate elsewhere in the industry. You'll join our Investments and Pensions team in Newcastle, working primarily on clients of the law firm, including individuals, corporates, trusts and charities. Over time you could specialise in one area, dependent on where your experience and preferences lie.

Our Wealth Planners have a crucial role in supporting the advisers, and on a day-to-day basis you'll attend client meetings, act as a key point of contact for clients, undertake research into financial products, prepare and present lifetime cashflow analysis, develop solutions and draft recommendation reports and letters. You'll also be involved in implementing those recommendations and regularly reviewing client portfolios. Much of our work is done in close collaboration with lawyers and accountants in the wider private client team, which allows us to formulate complex and holistic advice for clients which factors in the full range of financial planning, legal and tax issues.

Most of our team have developed through our internal training programme and this is something that we feel passionately about, which is great news for you if you are still in the early stages of your career.

The candidate

So, what are we looking for? Ideally, you'll have experience working within an investment / financial planning environment and will hold RO1 to RO6 as a minimum. A 2.1 or above at degree level is desirable, but by no means an absolute requirement.

This is a busy team and you'll need to be prepared to work under pressure with a high volume of work. We operate in a highly procedural environment, shaped by the practices of a law firm as well as the usual FCA regulations, so a good grasp of processes and procedures is required. Your communication skills will be first-class, both written and verbal, and you'll have excellent technical knowledge, plus experience in recommending investments, pensions, and life assurance. Familiarity with a wide range of IT packages is expected, including Microsoft Office, plus ideally (though not essential) Intelliflo and Voyant or other cashflow analysis tools.

Who are we?

A Top 100 law firm globally and Top 20 law firm in the UK, Womble Bond Dickinson has more than 400 partners and 1,000 lawyers based across 18 US cities and eight UK cities including a significant presence in London. The firm's reach also extends to Europe where it has strategic partnerships with other law firms in Germany and France.

In the UK, Womble Bond Dickinson advises in excess of 40 FTSE 350 companies, many of the largest businesses in the country, government organisations and wealthy individuals. With a focus on eleven key sectors (Energy & Natural Resources; Financial Institutions; Healthcare;  Insurance, Manufacturing;  Real Estate; Retail and Consumer; Transport, Logistics & Infrastructure; Life Sciences & Pharmaceuticals; Technology and Private Wealth) the firm's experience allows it to build strong relationships and deliver an excellent service to clients.

What makes it great to work here?

We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits!  We like and make time for each other enabling us to establish professional relationships that become lasting friendships.  In addition, through our D&I practices and programmes we work hard to ensure that difference is visibly valued and welcomed. Visit our D&I page to find out more.

And that's not all, alongside a competitive salary you'll receive a flexible benefits package so you can pick and choose between the benefits that matter most to you.

Next steps If this sounds like your next career move then please get in touch to find out more. My name is Lisa Gater and I can be contacted on 0117 9896772. No agencies please, we're an in-house recruitment team!

If this isn't the role for you (or the right time) why not connect with us on LinkedIn or follow us on Twitter and Instagram (@WBD_CareersUK) to keep up to date with all of our opportunities.  We also have a Facebook page (https://www.facebook.com/womblebonddickinsoncareers/)

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