Financial Planner

Private Client Manager - Financial Planner

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• Job Type: Full-time, Remote with travel to London for client meetings
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• Salary: £60,000.00- £90,000.00
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We are seeking a highly qualified Private Client Manager to join our client. This role involves conducting thorough reviews with existing clients to ensure their financial solutions remain suitable as their circumstances evolve. The ideal candidate will be Level 4 (Diploma) qualified, with a strong background in financial planning and wealth management.

Day-to-day of the role:

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• Conduct detailed financial reviews with clients, updating and maintaining their financial plans based on their current circumstances and future objectives.
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• Analyse client information and explore investment opportunities to align with individual financial plans.
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• Develop and recommend financial strategies that meet clients' unique needs and goals.
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• Implement financial planning recommendations and manage client portfolios.
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• Prepare and present detailed financial reports and projections to clients.
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• Maintain regular contact with clients to update them on relevant financial changes or opportunities and to reassess their financial plans as necessary.
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• Conduct educational seminars and workshops on various financial planning topics.
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• Build and maintain a robust client database and network of referrals to attract new clients.
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• Balance client management, referral activities, and administrative responsibilities efficiently.
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Required Skills & Qualifications:

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• Minimum of 5 years’ experience in the financial services industry, specifically in investment advice and wealth management.
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• Experience managing clients with investable assets between £1m and £5m.
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• Strong understanding of UK regulatory requirements related to financial planning.
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• Knowledge of the risks associated with financial planning and the tax regime applicable to wealth and estate planning.
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• Proven track record of competence and performance in a financial advisory role.
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• Qualified to at least Level 4 in Regulated Financial Planning.
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• FCA-approved Person (CF30) or capable of meeting the fitness and propriety requirements to be approved.
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Benefits:

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• Competitive salary and performance incentives.
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• Fully remote work arrangement with flexibility.
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• Opportunities for professional development and continuous learning.
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• Supportive team environment and access to the latest financial tools and technology.
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To apply for the Private Client Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.