Wealth Planner
A leading financial services firm is seeking a dedicated and knowledgeable Wealth Planner to join their team. The successful candidate will report to the Head of Wealth Planning and will be responsible for providing comprehensive financial planning advice to clients, with a strong focus on retirement and estate planning.
Key Responsibilities:
- Deliver superior Wealth Planning advice to clients.
- Exceed client expectations with professional and capable advice and service.
- Collaborate effectively with Investment Managers to identify opportunities and grow the business.
- Communicate and present effectively to clients and colleagues.
- Delegate workflow efficiently to the Wealth Planning administrator.
- Manage cases using a financial planning Client Relationship Management system.
- Participate in initiatives to enhance services and client propositions.
- Maintain a thorough technical knowledge and stay updated with industry developments.
- Demonstrate quick thinking and problem-solving abilities.
Skills, Knowledge, and Experience:
- Ideally educated to Degree level (2:1 or above).
- Minimum of two years' experience as a financial planner in the Financial Services industry.
- Proven track record in delivering regulated financial advice to High Net Worth clients.
- Financial planning qualifications essential (Chartered Financial Planner or working towards).
- Advanced Chartered Institute of Insurance pension qualifications such as AF3 Pension Planning.
- Holder of/Eligible for a Statement of Professional Standing (SPS) with a commitment to ongoing compliance including meeting annual CPD requirements.
- GCSE Maths and English Language (grade C or above essential).
- Proficiency in Microsoft suite, especially Excel, and financial planning Client Relationship Management and Quotation software.
- Client-centric approach with a combination of commercial focus and sound technical knowledge.
- Energetic and proactive with a desire to contribute and get involved.
- Confident communication and presentation skills, both written and verbal.
- Professional attitude with a willingness to be part of a new team and to encourage/mentor others.
On offer is a highly competitive salary in the region of £75-£90k (potential flexibility) plus discretionary bonus and comprehensive benefits. This is an opportunity to join a highly successful, fast growing business within a long established market leading Wealth Managers.
Reference: 53026549
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'