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Financial Planner

2 months ago

Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000
Job Description

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 certifications, such as CFP or Chartered Financial Planner, are highly desirable

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional development and career advancement
  • 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.