Wealth Management Professional
1 day ago
Senior Financial Planning Position:
We are seeking an experienced Wealth Management Professional to join our successful office in Stafford. The successful candidate will take over an existing book of clients and work closely with Partners to deliver financial planning services to ultra-high-net-worth (UHNW) clients.
This is an outstanding opportunity for a skilled financial planner to grow and develop their skills in a high-caliber environment, providing sophisticated financial planning services to UHNW clients.
The ideal candidate will have a strong track record of experience in financial planning, particularly pensions and offshore bonds, and be able to handle complex cases with minimal supervision.
Main Responsibilities:
- Delivering financial planning services to UHNW clients, including opening SIPP accounts, generating illustrations, pension consolidations, transfers, and switches, pension contribution reporting and advisory work, analyzing and advising on offshore bonds, understanding and advising on trusts, and managing client relationships.
Essential Qualifications:
- A Level 6 Diploma in Regulated Financial Advice.
- Experience in providing financial planning advice to high-net-worth clients (with cases of £1m+).
- Desirable - Qualified Pension Specialist (holding either the Certificate in Pension Transfer Advice or the CII Unit AF7 Award).
Package Details:
- A competitive salary of up to £90,000 per annum.
- A hybrid working environment—split between remote work, time at our Stafford office, and travel to client meetings.
Our Company:
We are a boutique wealth management firm dedicated to providing exceptional service to our clients.
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