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Financial Planning Specialist

1 month ago

Cheltenham, Gloucestershire, United Kingdom Fram Executive Search Limited Full time
Financial Planning Specialist

Fram Executive Search Limited is working with an independent financial planning firm based in Gloucestershire. Due to the success of the firm and client flow, they are seeking a financial planning specialist to take over a client bank. The role is employed, and the successful candidate will not be required to bring any clients with them, but to maintain the book they are given as well as develop leads provided. As an advisor, they will have dedicated chartered paraplanning and administration teams to support them. This is a great opportunity for an experienced advisor from either an independent or restricted background, who has experience looking after HNW individuals.

The role involves providing clients with specialist advice on how to manage their money. It will involve researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs.

Responsibilities include:
Management of an existing portfolio of wealthy clients
Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Provision of ongoing servicing to existing clients as per our service proposition, including annual reviews and servicing
Researching the marketplace and providing clients with information on new and existing products and services
Assisting clients to make informed decisions
Network with professional partners and introducers to identify private clients and high net-worth opportunities
Reviewing and responding to clients changing needs and financial circumstances
Generation of new business opportunities

The ideal candidate will be a chartered Financial planner or close to chartered status. They will have the technical knowledge and experience required to provide high-quality advice across all aspects of financial planning, including tax efficient investment planning, pensions and retirement planning, protection, and estate planning. They will be comfortable carrying out annual client reviews electronically or via face-to-face meetings, have excellent communication skills, and high standards of literacy are essential as well as a thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.