Wealth Management Specialist
1 day ago
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.
- 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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