Financial Planner

7 days ago

Leatherhead, Surrey, United Kingdom Financial Divisions Full time

Job Title: Financial Planner - HNW Client Manager

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Remote (with occasional office visits)

Job Description:

Job Summary:

We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our Financial Divisions team, you will be responsible for managing a portfolio of high net worth clients, providing expert financial planning and advisory services to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of HNW clients, providing personalized financial planning and advisory services
  • Conduct thorough financial assessments and develop tailored financial plans to meet client needs
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations
  • Collaborate with internal teams, including paraplanning and administration, to ensure seamless client service
  • Identify opportunities for new business growth and development, working closely with the CEO and other senior team members

Requirements:

  • Minimum 5 years of experience in financial planning and advisory services, preferably in an independent wealth planning firm
  • Strong knowledge of financial planning principles, tax planning, and investment management
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Proven track record of managing complex HNW client relationships and delivering high-quality financial planning services
  • Ability to work independently and as part of a team, with a strong focus on client satisfaction and retention

What We Offer:

  • Competitive salary range: £70k - £90k (negotiable)
  • Bonus structure based on new business growth and client satisfaction
  • Attractive benefits package, including PMI, DIS, and Critical Illness cover
  • 25 days holiday allowance, increasing after 4 years of service
  • Opportunities for professional development and career growth within the company

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your CV and a cover letter outlining your experience and qualifications.

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