Financial Wealth Planner

2 weeks ago

London, United Kingdom MW Recruitment Limited Full time

Job Description

A leading banking institution wish to recruit a Wealth Planner to act as a trusted adviser to customers to achieve their financial goals by providing wealth planning and investment advice. The primary role of the Wealth Planner is to understand the needs and long term goals of new and existing customers

Main Duties

To achieve personal objectives and assist in achieving team targets for attracting new customers and investable assets.

Deliver high quality bespoke wealth planning and investment advice, maximising value for new and existing customers, ensuring customers investments are structured correctly to achieve established medium- and long-term goals.

Understand the of the risks associated with investment products

Work closely with Wealth acquisition team to transform prospects to invested customers.

Fully utilise and engage the Wealth Planner toolset, systems and platforms, and challenge current standards to continuously improve quality.

Engage with digital technologies, products and solutions that are relevant to the Wealth proposition and can use them to enhance the service provided to clients.

Be able and willing to discuss markets, their issues and opportunities with prospective and existing customers.

Experience Required

A financial planning qualification with a minimum of level 4

Appropriate technical/product knowledge of pensions and Investment Advice in the UK and a good understanding of the current UK taxation system.

Satisfy the FCA criteria for an approved person both initially and ongoing.

Have experience of controlling and monitoring risk within a client book

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