Financial Planner
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| Job Type | Permanent Full Time |
| Location | Mayfair |
| Area | Central London, England |
| Sector | Financial Services - Paraplanner |
| Salary | £100000 - £120000 per annum |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | V-35231-11 |
| Job Views | 43 |
- Description
- Are you looking for a move within the Wealth Management Industry, to join a reputable firm who offer a career rather than just a job?
My client is a boutique Wealth Management firm with offices based in London working with UHNW clients and are always on the lookout for high level individuals and currently have availability for another Wealth Planner to join their team. There are enough clients to not require any existing business to be brought with, although, any re-papering of clients will permit a higher base/earning potential.
Responsibilities:- Providing independent Financial Planning Advice and support to new and existing clients
- Preparing and presenting in depth and clear financial reports to clients to ensure the content meets their needs and requirements
- Development of the existing client bank to generate further business and review where necessary
- Work both telephone, virtual and face to face to meet the clients needs and ensure the relationship is maintained
- Work closely with Paraplanners and IFA Admins to ensure SLAs are met and client journeys are seamless
Experience:- Chartered
- At least 3+ year’s experience in a Wealth Management advisory position
- Experience of creating financial plans and presenting these to clients
- Demonstrate ability to manage client relationships and create further opportunities to discuss financial plans
- A mix of face to face and telephone/virtual client facing experience would be preferable
