Financial Planning Specialist
3 weeks ago
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.
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.
- 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
- 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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