Chartered Wealth Planner | UHNW Portfolio Lead

James Phillip Financial Recruitment; Northampton; On-site; GBP 60,000 - 95,000; Full time

Job summary

James Phillip Financial Recruitment is assisting a local Wealth Management firm in Northampton to hire a Chartered (or near) financial planner. The role is employed and will focus on managing a dedicated client portfolio for high-net-worth clients within a unique local practice.

The successful adviser will join a team dedicated to delivering bespoke financial advice, with a focus on stewardship of a c£40m client book and maintaining exceptional client service for UHNW clients.

Qualifications

• Chartered financial planner or near-chartered status required.
• Experience advising HNW & UHNW clients is essential.

Responsibilities

• Manage a client portfolio (c£40m) for HNW/UHNW clients.
• Provide high-level financial planning and investment guidance.

Education

Chartered financial planner

Job description

James Phillip Financial Recruitment is assisting a local Wealth Management firm in Northampton to hire a Chartered (or near) financial planner. The role is employed and will focus on managing a dedicated client portfolio for high-net-worth clients within a unique local practice.

The successful adviser will join a team dedicated to delivering bespoke financial advice, with a focus on stewardship of a c£40m client book and maintaining exceptional client service for UHNW clients.