Senior Wealth Management Professional

4 weeks ago


Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

Role Overview

We are seeking an experienced Chartered Financial Planner to join our prestigious wealth management firm in Stafford. The ideal candidate will have the ability to professionally interact with a small number of ultra-high-net-worth (UHNW) clients (£10m+ portfolios) and will be expected to grow into leading these relationships independently.

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.
  • Contributing to business development activities with the Partners, with the aim of eventually handling new client acquisition on your own.

About the Role

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.

Requirements

  • 5+ years post-qualification experience as a Chartered Financial Planner.
  • Ability to professionally interact with UHNW clients.
  • Strong communication and interpersonal skills.


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