Chartered Financial Planner

Aldrich & Company Limited; City Of London; Sur place; GBP 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Bonus

Benefits

Résumé du poste

Aldrich & Company Limited, a leading Wealth Manager in the City, is seeking a Chartered Financial Planner to deliver tailored retirement and estate planning advice.

You will collaborate with the Head of Wealth Planning and Investment Managers to serve high-net-worth clients, build strong relationships, and contribute to the firm's growth while ensuring regulatory compliance and excellent client service.

Qualifications

• Degree-level education (2:1 or above).
• Chartered Financial Planner status (CII Level 6) with AF3 Pension Planning qualifications.
• 2+ years of experience delivering regulated financial advice to HNW clients.
• Proficiency in Microsoft Office and financial planning CRM systems.
• Client-focused with strong communication and presentation skills.
• Commitment to ongoing learning and professional development.

Responsabilités

• Provide high-quality financial planning advice, primarily in retirement and estate planning.
• Build strong client relationships, exceeding expectations for service and advice.
• Work with Investment Managers to identify business growth opportunities.
• Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system.
• Stay up-to-date with industry developments and contribute to the Firm’s client proposition.
• Work within regulatory and compliance frameworks.
• Contribute to the Firm’s growth strategy and participate in key projects.

Connaissances

Financial planning

HNW clients

Regulatory compliance

CRM systems

Excel

Formation

Degree-level education (2:1)

Chartered status AF3 Pension Planning

Outils

CRM software

Microsoft Excel

Description du poste

Chartered Financial Planner, Wealth Management, City

£70,000 - £100,000 + bonus + benefits

22833

Are you a Chartered Financial Planner with a passion for delivering exceptional advice and helping clients secure their financial futures?

Do you thrive in a collaborative environment and have a strong track record of working with HNW clients?

You’ll play a pivotal role in providing expert financial planning advice, with a focus on retirement and estate planning.

Our client is a leading Wealth Manager based in the heart of the City. You’ll be working closely with the Head of Wealth Planning and Investment Managers to deliver top-tier services to clients while contributing to the growth of the business.

Key Responsibilities:

• Provide high-quality financial planning advice, primarily in retirement and estate planning
• Build strong client relationships, exceeding expectations for service and advice
• Work with Investment Managers to identify business growth opportunities
• Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system
• Stay up-to‑date with industry developments and contribute to the Firm’s client proposition
• Work within regulatory and compliance frameworks
• Contribute to the Firm’s growth strategy and participate in key projects

Requirements:

• Degree-level education (2:1 or above)
• Chartered Financial Planner status (CII Level 6), with AF3 Pension Planning qualifications
• At least 2+ years of experience delivering regulated financial advice to HNW clients
• Proficiency in Microsoft Office (especially Excel) and financial planning CRM systems
• Client-focussed, with strong communication and presentation skills
• Energetic and eager to contribute to the team
• A combination of commercial focus and technical expertise
• Confident communicator with a proactive, professional attitude
• Commitment to ongoing learning and professional development