Financial Planning Specialist

1 week ago

London, Greater London, United Kingdom Fiorito Wealth Management Full time

As a Financial Planning Specialist at Fiorito Wealth Management, you will play a key role in helping clients create clear financial plans for their future. You will join a team of specialists within Private Bank and Wealth Management, providing bespoke planning and investment advice that helps clients achieve their financial goals and work towards their long-term financial and lifestyle ambitions.

Key Responsibilities:
  • Delivering high-quality bespoke wealth planning and investment advice while maximizing value for clients
  • Being knowledgeable of the risks associated with investment products and ensuring investments are structured correctly
  • Utilizing fully and engaging the Wealth Planner toolset, systems, and platforms to continuously improve quality
Requirements:
  • A financial planning qualification with a minimum of Level 4 and satisfaction of the FCA criteria for an approved person both initially and ongoing
  • Appropriate technical/product knowledge of pensions and investment advice in the UK and a good understanding of the current UK taxation system
  • Experience of controlling and monitoring risk within a client book
  • Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products/service to mass market and asset management

We offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, 'anchor', days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours).

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