Chartered Financial Planner, Wealth Management

Job Description

Chartered Financial Planner, Wealth Management, City



Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.


£70,000 - £100,000 + bonus + benefits


22833


Are you a Chartered Financial Planner with a passion for delivering exceptional advice and helping clients secure their financial futures?


Do you thrive in a collaborative environment and have a strong track record of working with HNW clients?


Youll play a pivotal role in providing expert financial planning advice, with a focus on retirement and estate planning.


Our client is a leading Wealth Manager based in the heart of the City. You’ll be working closely with the Head of Wealth Planning and Investment Managers to deliver top-tier services to clients while contributing to the growth of the business.


Key Responsibilities:



Provide high-quality financial planning advice, primarily in retirement and estate planning


Build strong client relationships, exceeding expectations for service and advice


Work with Investment Managers to identify business growth opportunities


Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system


Stay up-to-date with industry developments and contribute to the Firm’s client proposition


Work within regulatory and compliance frameworks


Contribute to the Firm’s growth strategy and participate in key projects



Requirements:



Degree-level education (2:1 or above)


Chartered Financial Planner status (CII Level 6), with AF3 Pension Planning qualifications


At least 2+ years of experience delivering regulated financial advice to HNW clients


Proficiency in Microsoft Office (especially Excel) and xjlbheb financial planning CRM systems


Client-focussed, with strong communication and presentation skills




Energetic and eager to contribute to the team


A combination of commercial focus and technical expertise


Confident communicator with a proactive, professional attitude


Commitment to ongoing learning and professional development



This role is based in London, though our client also requires Wealth Planners for their regional offices in Cheltenham and York, so please get in touch if you are interested in any of these opportunities.

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