Financial Planner

3 weeks ago

Sheffield, United Kingdom Investec Full time

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

**Team Description**:
**Description of role and key responsibilities**:

- Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm. Ensuring the client is at the heart of all interactions.
- Manage key investment management relationships with complimentary financial planning to provide a total wealth management service embedding valuable client outcomes
- To promote holistic financial planning to the business and to clients directly.
- To promote the wealth and investment proposition for Investec including Discretionary Investment Management.
- Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and revenue.
- Engage with change as roles transition to a Wealth Planner advice model.
- To consider the opportunities to add value to a client relationship with the services from the wider Investec Group.

**Core skills and knowledge**:

- High level of technical knowledge required in all aspects of financial planning to include good investment knowledge.
- Fully qualified with progress towards chartered status (or equivalent) preferred.
- Desire to contribute to growth of revenue through a combination of sources.
- Can demonstrate alignment with the client centric ethos of the firm.
- Embedded in our culture is a sense of belonging and inclusion. To share this responsibility to support an environment in which everyone is free to express themselves.
- Experience of retirement planning (to include pension scheme transfers), inheritance tax planning and tax efficient investment advantageous

**Any other attributes that would be helpful, but not essential for the role**:

- Strong relationships required with peers and the ability to build relationships with internal and external stakeholders.
- Able to quickly build trust and confidence in all business relationships.
- Able to work well within a team environment.
- Ability to engage in dialogue with investment managers and team leaders within Sheffield office.
- Needs to be able to manage time effectively and prioritise tasks.
- Timely servicing of existing clients and ability to meet deadlines.
- Ability to promote Financial Planning in the most positive light.
- Empathetic approach to team members and a rapport within the wider financial planning and investment management business.
- alm, methodical and with a long term commercial view.
- To mentor colleagues to help with organic growth and sustainability.
- Ability to maintain own CPD and technical excellence whilst handling client duties.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.

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