Chartered Financial Planner, Wealth Management

Job Description

Chartered Financial Planner, Wealth Management, City 

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.

 

£70,000 - £100,000 + bonus + benefits

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Are you a Chartered Financial Planner with a passion for delivering exceptional advice and helping clients secure their financial futures?

Do you thrive in a collaborative environment and have a strong track record of working with HNW clients?

You'll play a pivotal role in providing expert financial planning advice, with a focus on retirement and estate planning.

Our client is a leading Wealth Manager based in the heart of the City. You’ll be working closely with the Head of Wealth Planning and Investment Managers to deliver top-tier services to clients while contributing to the growth of the business.

Key Responsibilities:

• Provide high-quality financial planning advice, primarily in retirement and estate planning

Build strong client relationships, exceeding expectations for service and advice

Work with Investment Managers to identify business growth opportunities

Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system

Stay up-to-date with industry developments and contribute to the Firm’s client proposition

Work within regulatory and compliance frameworks

Contribute to the Firm’s growth strategy and participate in key projects

Requirements:

• Degree-level education (2:1 or above)

Chartered Financial Planner status (CII Level 6), with AF3 Pension Planning qualifications

At least 2+ years of experience delivering regulated financial advice to HNW clients

Proficiency in Microsoft Office (especially Excel) and xkybehq financial planning CRM systems

Client-focussed, with strong communication and presentation skills

• Energetic and eager to contribute to the team

A combination of commercial focus and technical expertise

Confident communicator with a proactive, professional attitude

Commitment to ongoing learning and professional development

This role is based in London, though our client also requires Wealth Planners for their regional offices in Cheltenham and York, so please get in touch if you are interested in any of these opportunities.