Financial Planning Specialist

3 weeks ago


Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time
Job Description

We are seeking a skilled Financial Planning Specialist to join our team in Stafford. As a Chartered Wealth Planner, you will play a key role in managing relationships with ultra-high-net-worth (UHNW) clients alongside supporting the Partners.

This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber environment, supporting the delivery of sophisticated financial planning services for UHNW clients.

  1. Supporting Partners in delivering financial planning services to UHNW clients, including:

  • Opening SIPP accounts and generating illustrations

  • Pension consolidations, transfers, and switches

  • Pension contribution reporting and advisory work

  • Analyzing and advising on offshore bonds

  • Understanding and advising on trusts

  • Managing client relationships to independently oversee some UHNW clients.

Requirements
  • Desirable - Qualified Pension Specialist (holding either the Certificate in Pension Transfer Advice or the CII Unit AF7 Award)
  • Level 6 Diploma in Regulated Financial Advice
  • Experience in providing financial planning advice to high-net-worth clients (with cases of £1m+)
  • Strong technical knowledge in financial planning, particularly pensions and offshore bonds, with the ability to handle all but the most complex cases without supervision
What We Offer
  • A competitive salary of around £60,000 per annum, plus benefits
  • A hybrid working environment—split between remote work, time at our Stafford office, and travel to client meetings


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