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 London and Essex.
About the Role:
As a Wealth Planner, you will play a pivotal role in maintaining and nurturing existing relationships, with a view to developing to book further over a period of time. You will be responsible for providing expert financial planning services to clients, ensuring their needs are met with the utmost professionalism and care.
Key Responsibilities:
- Take over and manage an existing book of clients valued at £60m-£70m.
- Utilize your network and connections to expand the client base and increase revenue.
- Deliver exceptional financial planning services and maintain high service standards.
- Stay updated on market trends, particularly within professional practice.
- Collaborate with team members, delegate tasks, and communicate effectively.
- Conduct client reviews and implement marketing initiatives to drive business growth.
- Manage client database and liaise with providers to ensure smooth operations.
- Adhere to compliance and professional standards of the firm.
Essential Requirements:
- Previous experience in wealth planning private client services.
- Strong interpersonal and communication skills.
- Commercial mindset with a solutions-oriented approach.
- Minimum of 5 years' experience working within a financial planning advice capacity.
- Chartered Financial Planner Qualification or Equivalent preferred.
- Proficiency in MS Office Suite (Word / Excel / PowerPoint) and Outlook.
If you are an experienced Financial Planner seeking to work within an agile and client focussed working environment alongside likeminded individuals, within a company who can offer excellent bonus incentives, please do apply.
Sector:
- Financial Services
- Financial Planning
