Wealth Management Specialist

1 day ago


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

We are seeking an experienced Chartered Wealth Planner to join our successful office in Stafford. As a key member of our team, you will take over an existing book of clients and play a pivotal role in managing relationships with ultra-high-net-worth (UHNW) clients.

This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber environment, supporting the delivery of sophisticated financial planning services for UHNW clients.

  1. 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.

Key Responsibilities

  • Provide expert financial planning advice to high-net-worth clients, focusing on pension and investment solutions.
  • Collaborate with Partners to deliver bespoke financial planning services, ensuring exceptional client satisfaction.
  • Maintain accurate records of client interactions and financial transactions.

Requirements

  • Level 6 Diploma in Regulated Financial Advice.
  • Desirable - Qualified Pension Specialist (holding either the Certificate in Pension Transfer Advice or the CII Unit AF7 Award).
  • 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.

What We Offer

  • A competitive salary of £60,000 per annum, reflecting your expertise and experience.
  • A hybrid working environment—split between remote work, time at our Stafford office, and travel to client meetings.
  • Ongoing training and professional development opportunities.


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