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Financial Planner

2 months ago

Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000
Job Description

Financial Planner - HNW Client Manager

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Remote (with occasional office visits)

Job Description:

We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of HNW clients, providing financial planning and wealth management services
  • Conduct regular reviews and meetings with clients to understand their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Collaborate with internal teams, including paraplanners and administrators, to ensure seamless delivery of services
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations

Requirements:

  • Minimum 3 years of experience in financial planning and wealth management
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional development and growth
  • Collaborative and dynamic work environment
  • Flexible working arrangements

How to Apply:

If you are a motivated and experienced financial planner looking for a new challenge, please submit your application, including your resume and a cover letter, to us.