Wealth Planner

Reporting to the Head of Wealth Planning, the Wealth Planner will be responsible for the provision of financial planning advice to current clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning.

• Responsible for the delivering a superior Wealth Planning advice to the Firm’s clients
• Deal professionally with clients and exceed expectations with the advice and service given
• Work closely with the Investment Managers to establish opportunities to grow the business. Be able to communicate and present effectively to clients and colleagues
• Effective delegation of workflow to the Wealth Planning administrator
• Case management using a financial planning Client Relationship Management system
• Financial planning qualifications essential - Chartered Financial Planner or working towards
• Demonstrable track record in delivering regulated financial advice to High Net Worth clients, working as a financial planner in the Financial Services industry for at least two years
• Strong Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software