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Financial Planner

4 months ago

Kingston Upon Thames, United Kingdom mbf. Full time
We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.

Position Overview:

They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team. In this role, you will have the opportunity to manage an existing book of 100 HNW, long-established private clients, providing them with comprehensive financial planning and management services. This is an exciting opportunity for a skilled professional to play a pivotal role in delivering high-quality financial solutions and building lasting client relationships.

Key

Responsibilities:

Manage and service an existing portfolio of 100 HNW, long-established private clients, delivering personalized wealth planning and management services.Conduct thorough client reviews and meetings, offering expert advice on investment portfolios, retirement planning, estate planning, and other wealth management areas.Develop and maintain strong client relationships, acting as a trusted advisor and delivering exceptional service.Collaborate with internal teams to ensure the seamless delivery of services and meet client needs effectively.Stay updated on industry trends, regulatory changes, and best practices in wealth management to provide informed advice to clients.
Qualifications and Experience:
Qualified to Chartered Financial Planner level.Proven track record of managing and servicing a portfolio of high net worth clients, with several years of experience in wealth planning and management.Strong knowledge of financial products, investment strategies, and regulatory requirements.Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.Proficiency in IT tools and systems, including Microsoft Office suite.
Benefits:
Competitive salary package based on experience and qualifications £75,000 to £100,000Comprehensive benefits packageHybrid working model, offering flexibility between office and remote work.
If you are a seasoned Financial Planner with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this exciting opportunity.