The Client 

Our client is a highly successful and ambitious Investment Management and Wealth Management firm.

The Role 

This is a fantastic opportunity for a Financial Planner to work closely with a Senior Financial Planner who has a big client book, and requires support to manage clients and continue to build relationships.

The Financial Planner will have an idea of the complex products of the Financial Planning spectrum such as EIS, VCT, and Pension input calculations.

The HNW clients are predominantly Divorcees / Bereaved clients, and the Financial Planner will provide these types of clients with solid financial advice and wealth planning services.

The Financial Planner will confidently analyse clients’ financial status and help develop personalised strategies to best meet the HNW clients’ financial goals, providing the best tailored advice. 

The Financial Planner will manage any ongoing HNW client reviews and provide intelligent and creative solutions to client issues both reactively and proactively.

The Candidate 

2-5 years Client facing experience within Wealth Planning / Financial Planning - either from a Wealth Manager or independent IFA if they have provided holistic financial planning.

Hold a Level 4 Diploma in Financial Planning - essential

An interest to work with Divorcees / Bereaved clients. 

Broad Financial Planning product knowledge such as EIS, VCT, and Pension

Strong experience in an advisory or technical role gained within a financial advisory firm.

Ambitious and Driven