Chartered Wealth Planner Opportunity with Boutique Wealth Management Firm

7 days ago


Stafford, United Kingdom Freedom Recruitment Capital Full time
About the Role

We are seeking an experienced Chartered Wealth Planner to join our team at Freedom Recruitment Capital. As a Chartered Wealth Planner, you will play a key role in managing relationships with ultra-high-net-worth (UHNW) clients and supporting our Partners in delivering financial planning services.

Key Responsibilities
  • Supporting Partners in delivering financial planning services to UHNW clients, including:
    • Opening SIPP accounts and generating illustrations
    • Pension consolidations, transfers, and switches
    • Pension contribution reporting and advisory work
    • Analyzing and advising on offshore bonds
    • Understanding and advising on trusts
  • Managing client relationships to independently oversee some UHNW clients
  • Business development: actively seeking out new client opportunities alongside Partners, and later independently
Requirements
  • Qualified Pension Specialist (holding either the Certificate in Pension Transfer Advice or the CII Unit AF7 Award)
  • Level 6 Diploma in Regulated Financial Advice
  • Experience in providing financial planning advice to high-net-worth clients (with cases of £1m+)
  • Strong technical knowledge in financial planning, particularly pensions and offshore bonds, with the ability to handle all but the most complex cases without supervision
  • Exceptional interpersonal skills and credibility when dealing with UHNW clients
  • A keen eye for detail, with the motivation to deliver outstanding results for clients
  • Self-driven, with the ability to work autonomously
What We Offer
  • A hybrid working environment—split between remote work, time at our office, and travel to client meetings
  • Autonomy and empowerment to deliver exceptional client service
  • Competitive salary and benefits


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