Wealth Planner

Reporting directly into a Partner, you will maintain and develop existing relationships with profitable clients, providing ongoing financial planning service and advice.Key Deliverables: \n

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• Manage a number of existing clients to provide high quality financial planning.
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• Meet any agreed fees targets and KPI’s.
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• Deliver financial planning and service to clients to a professional standard.
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• Delegate as appropriate and communicate clearly with the team.
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• Undertake client review process with agreed frequency of contact.
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• Support and assist in implementing marketing initiatives with Partners.
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• Undertake appropriate professional development and training.
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• Operate within the compliance and professional standards of the business
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The Right candidate:\n

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• Experience in private client wealth planning.
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• Interpersonal skills to develop and maintain client trust and inspire confidence.
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• Articulate – able to communicate effectively and professionally in verbal and written form.
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• Solutions orientated and imaginative in creating these solutions.
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• Commercial mindset.
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• Motivated, ambitious and hard-working.
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• Comprehensive understanding of key areas of financial planning and generic solutions.
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• Accuracy, numeracy, attention to detail.
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• Ability to meet deadlines / work within restricted timescales.
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• Flexible and reliable team member.
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• Ability to work on own initiative to achieve required results.
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• Collaborative and inclusive approach to work.
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• Intermediate knowledge of CRMs, Cashflow planning software, investment research software and MS Office Suite (Word / Excel / PowerPoint) and Outlook.
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• Minimum professional qualification – working towards Chartered Financial Planner Qualification or Equivalent
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This is a great business with a fantastic inclusive culture. The business has strong growth plans.