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Financial Planner

2 months ago

Epsom, Surrey, United Kingdom Financial Divisions Full time
Financial Planner - HNW Client Manager

Financial Divisions is seeking a skilled Financial Planner to manage a portion of its existing book of business. As a Financial Planner - HNW Client Manager, you will be responsible for servicing a select group of high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.

The ideal candidate will have a background in independent wealth planning, with experience handling complex HNW cases and a proven track record of success in managing high-value client relationships. You will work closely with the CEO and other members of the Financial Divisions team to deliver exceptional client service and drive business growth.

Key Responsibilities:

  1. Manage a portfolio of high net worth clients, providing financial planning and advisory services to help them achieve their goals.
  2. Develop and implement tailored financial plans to meet the unique needs of each client.
  3. Collaborate with the CEO and other team members to identify new business opportunities and drive growth.

Requirements:

  • Proven experience in independent wealth planning, with a focus on HNW clients.
  • Strong financial planning and advisory skills, with the ability to develop and implement tailored plans.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.