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Financial Planning and Wealth Management Director
2 months ago
We are seeking a highly skilled and experienced Financial Planning and Wealth Management Professional to join our team at Seven Investment Management LLP. As a key member of our Private Client Team, you will be responsible for providing comprehensive wealth management and financial planning advice to our clients.
Key Responsibilities- Manage and grow your own portfolio of clients, providing tailored financial planning and wealth management solutions.
- Support colleagues in the provision of financial planning advice, ensuring seamless delivery of our Wealth Management 360 service.
- Develop and implement financial plans, taking into account clients' individual needs and goals.
- Stay up-to-date with market trends and regulatory changes, ensuring compliance with FCA rules and principles.
- Collaborate with internal teams, including investment and compliance, to ensure effective delivery of our services.
- Proven experience in financial planning and wealth management, with a strong track record of delivering high-quality advice.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Ability to work independently and as part of a team, with a flexible and adaptable approach.
- Relevant qualifications, such as Certified and/or Chartered Financial Planning status.
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced financial planning and wealth management professional looking for a new challenge, we encourage you to apply.
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