Financial Planner

Lockhart Capital Management LLP; Leeds; Sur place; GBP 45 000 - 75 000; Plein temps

Résumé du poste

Lockhart Capital Management LLP is seeking a full-time Financial Planner to work on-site in the Greater Leeds Area. You will work directly with clients to assess financial goals, analyze current financial situations, and develop comprehensive personal financial plans.

Responsibilities include client meetings, preparing projections, creating retirement and investment strategies, monitoring plan performance, and updating plans in response to life events, while ensuring compliance and accurate

Qualifications

• Strong knowledge of financial planning processes and client needs assessment.
• CFP certification or progress toward CFP is advantageous.
• Experience in retirement planning and long-term wealth management.
• Excellent numerical, analytical and problem-solving abilities.
• Strong communication and interpersonal skills with client confidentiality.

Responsabilités

• Meet with clients to assess financial goals and risk tolerance.
• Prepare financial projections and develop retirement/investment strategies.
• Monitor plan performance and update for life changes.
• Document recommendations and maintain accurate client records.
• Collaborate with colleagues to ensure compliant, high-quality advice.

Connaissances

Financial planning

Personal financial planning

Retirement planning

Analytical abilities

Communication skills

Formation

Finance/Economics/Accounting degree

CFP certification or progress toward CFP

Description du poste

Company Description

Lockhart Capital Management LLP provides personal financial planning and wealth management services to a select group of individuals and families. The firm focuses on building long-term relationships and delivering tailored financial strategies aligned with clients’ goals and values. Team members collaborate closely with clients to address complex financial needs, including investment management and retirement planning. The environment emphasizes professionalism, trust, and a high standard of client service for a discerning clientele.

Role Description

This is a full-time, on-site Financial Planner role based in the Greater Leeds Area. The Financial Planner will work directly with clients to assess their financial goals, analyze current financial situations, and develop comprehensive personal financial plans. Daily responsibilities include conducting client meetings, preparing financial projections, creating retirement and investment strategies, and monitoring plan performance. The role also involves reviewing tax implications, updating plans based on life changes, documenting recommendations, and maintaining accurate client records. Collaboration with colleagues to ensure consistent, high-quality advice and adherence to regulatory and compliance standards is expected.

Qualifications

• Candidates should possess strong skills in Financial Planning and Personal Financial Planning.
• Candidates should possess qualifications or experience related to Certified Financial Planner and broader Finance expertise.
• Candidates should possess specialized skills in Retirement Planning and long-term wealth management strategies.
• Relevant qualifications such as a degree in Finance, Economics, Accounting, or a related field are beneficial.
• Professional certifications (e.g., CFP or equivalent), or progress toward such certifications, are advantageous.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.
• Demonstrated integrity, client-focused mindset, and ability to maintain confidentiality.