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Financial Planning and Analysis Manager
2 months ago
We are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.
Key Responsibilities- Client Relationship Management: Manage and grow your own portfolio of clients, providing exceptional service and support to ensure their financial goals are met.
- Wealth Management: Provide comprehensive wealth management and financial planning advice to clients, including investment, savings, protection, and tax planning.
- Performance Measurement: Measure performance against a balanced scorecard covering financial contribution, strategic engagement, risk and compliance, and behaviours.
- Process and Reporting: Follow established processes to deliver our Wealth Management 360 service and other financial planning solutions, providing regular financial planning reports to clients.
- Support and Development: Work collaboratively with colleagues to support the team's discussions and development of the Private Client Team's strategy, participating in departmental and external provider meetings.
- Skills: Excellent client-facing skills, excellent communication skills, commercially focused, strong research and analytical skills, and good IT skills.
- Knowledge: Ability to work as part of a team, work with the minimum of supervision, experience in the administration, research, and advice across life, investment, and pension products.
- Qualifications: Educated to Degree level in an appropriate business discipline or with relevant experience, achieved or working towards Certified and/or Chartered Financial Planning status.
Seven Investment Management LLP is a leading wealth management company, committed to providing exceptional service and support to our clients. We are dedicated to helping our clients achieve their financial goals, and we are seeking a talented and experienced professional to join our team.
