Financial Planner

Focus Search and Selection; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in London is looking for an experienced Financial Planner / Wealth Manager to provide tailored financial advice to high-net-worth clients. You will develop investment strategies and ensure compliance with regulations while building lasting relationships. Ideal candidates will have substantial experience in financial planning and excellent communication skills. The role offers a competitive salary and performance-based bonuses, all within a supportive environment.

Benefits

Competitive salary

Performance-based bonus

Qualifications

• 3+ years of experience as a Financial Planner or Wealth Manager.
• Strong understanding of financial planning and investment strategies.
• Excellent communication and relationship management skills.

Responsibilities

• Deliver comprehensive financial planning advice to high-net-worth clients.
• Develop and maintain strong client relationships, providing ongoing support.
• Prepare detailed financial plans and investment strategies.
• Collaborate with team members to ensure high-quality outcomes.
• Keep up to date with regulatory changes and maintain compliance.

Job description

Job Title: Financial Planner / Wealth Manager

Location: London

Salary: Competitive + Performance-Based Bonus

About the Firm:

Join a leading, fully chartered wealth management firm in London, renowned for delivering exceptional financial planning and investment services to high-net-worth clients. The firm is ambitious, highly respected, and backed by substantial resources, offering a supportive and professional environment.

Role Overview:

We are seeking an experienced Financial Planner / Wealth Manager to provide holistic financial advice to a portfolio of clients. You will work closely with clients to develop tailored strategies across investments, pensions, protection, and estate planning, ensuring exceptional service and long-term relationships.

Key Responsibilities:

• Deliver comprehensive financial planning advice to high-net-worth clients
• Develop and maintain strong client relationships, providing ongoing support and reviews
• Prepare detailed financial plans and investment strategies
• Collaborate with paraplanners and other team members to ensure high-quality client outcomes
• Keep up to date with regulatory changes and maintain compliance standards

Requirements:

• Experienced Financial Planner / Wealth Manager within the UK...