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Chartered Financial Planner

2 months ago

Cannock, Staffordshire, United Kingdom Freedom Recruitment Capital Full time
Chartered Wealth Planner

Our client, a prestigious wealth management firm, is seeking an experienced Chartered Wealth Planner to join their successful office in Stafford. The ideal candidate will have the ability to professionally interact with a small number of ultra-high-net-worth (UHNW) clients and will be expected to grow into leading these relationships independently.

Key Responsibilities:
  • 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
  • Undertaking other financial planning activities as required

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.