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Independent Financial Advisor
2 months ago
Financial Planner - HNW Client Manager
Job Type: Full-time
Industry: Financial Services
Company: Financial Divisions
Location: Remote (with occasional office visits)
Job Description:
We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.
Key Responsibilities:
- Manage a portfolio of HNW clients, providing financial planning and advice to help them achieve their goals
- Conduct regular reviews and assessments of client financial situations, identifying areas for improvement and developing tailored solutions
- Develop and maintain strong relationships with clients, understanding their needs and preferences
- Collaborate with internal teams, including paraplanners and administrators, to ensure seamless delivery of services
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations
Requirements:
- Minimum 3 years of experience in financial planning, with a focus on HNW clients
- Strong knowledge of financial planning principles, including pensions, investments, tax planning, and cash flow management
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders
- Ability to work independently and as part of a team, with a strong attention to detail and organizational skills
- Professional qualifications, such as CFP or Chartered Financial Planner, are highly desirable
What We Offer:
- Competitive salary and bonus structure
- Opportunities for professional development and growth
- Collaborative and dynamic work environment
- Flexible working arrangements, with occasional office visits
How to Apply:
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your resume and a cover letter outlining your experience and qualifications.
