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Financial Planner

2 months ago

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

Job Title: Financial Planner - HNW Client Manager

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Remote (with occasional office visits)

Job Description:

Job Summary:

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 high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing support and guidance to clients, monitoring their financial progress and making adjustments as needed.
  • Collaborate with other members of the wealth planning team to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to improve client outcomes.

Requirements:

  • Proven experience as a Financial Planner, with a strong track record of managing high net worth clients.
  • Strong knowledge of financial planning principles and practices, with the ability to apply this knowledge in a practical context.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound judgments.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional development and growth, with a focus on helping you achieve your career goals.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results.

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 outlining your experience and qualifications.