Financial Planning Expert
20 hours ago
Wealth Management Opportunity
Handelsbanken Wealth & Asset Management, a leading wealth and investment management organization in the UK, seeks a skilled financial planning expert to join its team.
The successful candidate will provide high-level financial planning advice to clients while supporting Client Directors with technical expertise. The position can be based in London, Tunbridge Wells, or Manchester.
Main Responsibilities:- Collaborate with Client Directors, Associates, and the in-house tax team to deliver technical financial advisory reports and advice to High Net Worth Clients.
- Work alongside Advisers to deliver holistic financial planning services, ensuring exceptional client outcomes.
- Undertake technical research, compile financial planning recommendations, and analyze client data.
- Liaise with product providers and other third parties, ensuring regulatory and compliance standards are met.
- Mentor and develop trainees, contributing to best practice within the business.
- High attention to detail, strong written and oral communication, and genuine desire to provide exceptional service to clients.
- A strong technology and mathematical aptitude, excellent attention to detail, and ability to manage workflow and tasks effectively.
- A strong relationship builder and collaborative team player with a caring and quality-focused, customer-centric approach.
- Minimum Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning.
- Preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications (support will be provided).
- Pension Transfer Specialist ideally (AF7 or AF3).
Estimated Salary: £60,000 - £80,000 per annum, depending on experience.
Benefits:
- Private Medical
- Generous Employer Pension Contributions
- Discretionary Profit Sharing Plan
Location: London, Tunbridge Wells, or Manchester
Job Type: Full-time
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