Chartered Financial Planner

JR United Kingdom; Slough; On-site; GBP 90,000; Full time

Job summary

An exciting opportunity for a Financial Planner to join a leading UK Wealth Manager based in London. This role involves managing a client portfolio generating significant annual revenue, with a focus on providing personalized financial advice. Ideal candidates will have strong expertise in wealth management and client relationships.

Qualifications

• Proven experience as a Financial Planner with a focus on private clients.
• Strong understanding of wealth management principles and financial planning strategies.

Responsibilities

• Manage a portfolio of clients, providing tailored expert financial advice.
• Ensure smooth transition of client bank and maintain relationships.
• Maximize revenue opportunities within assigned client bank.

Skills

Client Management

Interpersonal Skills

Communication Skills

Education

Chartered Financial Planner status (preferred)

CII exams (at least two)

Job description

Social network you want to login/join with:

Salary: Up to £90,000, plus Bonus & Benefits

An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.

Key Responsibilities:

• Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.
• Retirement Transition: Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships.
• Revenue Generation: Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager.

Requirements:

• Proven experience as a Financial Planner with a focus on private clients.
• Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered.
• Strong understanding of wealth management principles and financial planning strategies.
• Excellent interpersonal and communication skills.
• Competitive salary up to £90,000 per annum.
• Performance based bonus.
• Opportunity to work with a prestigious and established Wealth Manager.