Financial Planner

1 week ago

City Of London UK, Central London, United Kingdom Jenson Fisher Full time

Financial Planner – All high-net-worth clients provided


To £65,000, plus bonus


Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.


All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities, that enable its clients to safely maximize their portfolio value and at the same time increase the revenue within your client bank.


The added benefit to this role is you will have a support and mentorship from a Director, to assist in the handover of the clients to you.


Responsibilities

  • Managing an existing client bank of circa 80-100 clients
  • Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
  • Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
  • Work with investment managers to identify opportunities for existing clients;
  • Actively refer clients and prospects to other services and specialisms offered.
  • Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
  • Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.


Competencies / Skillset

  • Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
  • Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
  • Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
  • Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
  • Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
  • Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
  • Actively participate in the sharing of knowledge – to both Wealth/Financial Planners and Investment Managers
  • Market Knowledge – Maintain a full and proper understanding of the financial services market
  • Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately


Experience / Qualifications

  • Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
  • Previous experience of providing financial planning advice to clients

  • Trainee Financial Planner

    3 weeks ago

    City Of London, UK, Central London, United Kingdom mbf Full time

    We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time £60,000

    Financial Planner - All clients provided Description Financial Planner – All high worth clients provided To £60,000, plus bonus Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner. All clients will be provided, which are mass affluent or...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time £60,000 - £75,000

    Description My client is a boutique Financial Planning firm seeking to hire new Financial Planners to join their business and assist with the facilitation of their growth plans for 2024. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Job Description Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI. Purpose of Job: To work within one of the financial advice...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Interested in this role You can find all the relevant information in the...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom BWD Search & Selection Full time

    The Chartered Financial Planning arm of a mid-sized Wealth & Investment Management firm, headquartered in Mayfair, are looking to add an additional Financial Planner to their team to provide holistic, independent financial planning, with a focus on highearners at the wealth accumulation phase. This is a really innovative firm, with excellent marketing...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom mbf. Full time £65,000 - £75,000

    In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom mbf. Full time

    A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom BWD Search & Selection Full time

    The Chartered Financial Planning arm of a top-notch Wealth & Investment Management company, based in Mayfair, is seeking to expand their team by hiring a new Financial Planner. They need someone who can offer comprehensive, unbiased financial planning, specifically targeting individuals in the process of building substantial wealth.Innovative Firm: This...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom mbf Full time £40,000 - £60,000

    Financial Planner - National Wealth Management Organisation - Glasgow, hybrid - Salary £40,000 to £60,000 plus Benefits and Bonus Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients across Scotland....

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom mbf. Full time

    In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory...

  • Associate Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom Frazer James Full time

    Role Overview:As an Associate Financial Planner at Frazer James, you will work closely with the Lead Financial Planner to deliver exceptional client service. You will attend all client meetings alongside the Lead Financial Planner and be responsible for creating the client's financial plan. You will manage follow-up actions with the support team and prepare...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom IDEX Consulting Ltd Full time £90,000

    Job Description Financial Planner London / hybrid Salary up to circa £90,000 plus bonus, excellent benefits A leading integrated Wealth Manager organisation are looking to add an experienced financial planner to their team in London. They are looking for Chartered (or very close to) and this role really encompasses new business development and...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time £50,000 - £70,000

    This website uses cookies to ensure you get the best experience on our website. Learn more Got it , , Financial Planner (Chartered or working towards) - Cheshire - Artemis Recruitment Consultants Financial Services Cheshire 23/06/2023 Type of Position: Financial Planner (Chartered or working towards) - Cheshire Pay: £50k - £70k Financial Planner...

  • Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom IDEX Consulting Ltd Full time

    I have an incredible opportunity in your region for an experienced Financial Planner.This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.Offering top end, tech led, fully digitalised advice - this company truly...

  • Employed Financial Adviser to Manage Existing

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    plus commission + excellent benefitsDue to continuous growth, my client is looking for an experience Employed financial planner to join their team in London. They are well established and prestigious Chartered IFA who have built an impressive reputation with clients and have enjoyed a veryprosperous year of growth and looking for an experienced Financial...

  • Financial Service Planner

    2 weeks ago

    London, Greater London, United Kingdom IDEX Consulting Ltd Full time £90,000

    Job Description Financial Planner London / hybrid Salary up to circa £90,000 plus bonus, excellent benefits A leading integrated Wealth Manager organisation are looking to add an experienced financial planner to their team in London. You must embrace networking (both internally and externally) to foster long term, trusting relationships to ultimately...

  • Chartered Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom Recruit UK Full time

    Job Title: Chartered Financial Planner Location: Cambridge Ref: 8858 Salary: up to £100,000 + bonus Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge team. Why you should consider this opportunity: As a senior within the business, you will be supported by a highly trained...

  • Chartered Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Recruit UK Full time

    Job Title: Chartered Financial Planner Location: Cambridge Ref: 8858 Salary: up to £100,000 + bonus Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge team. Why you should consider this opportunity: As a senior within the business, you will be supported by a highly trained...

  • Trainee Financial Planner

    2 weeks ago

    London, Greater London, United Kingdom IDEX Consulting Full time

    Are you a Mortgage and Protection Adviser who has recently qualified with your Level 4 Diploma in Financial Planning? Or maybe you hold your CeMap qualifications and Level 4 in Financial Planning but havent had the opportunity to move into a client facing role? Looking for that opportunity to kick start your career as a successful Financial Planner? We are...