Financial Planner

IDEX Consulting Ltd; York; On-site; GBP 75,000 - 85,000; Full time

Job summary

A renowned wealth management firm is seeking a Wealth Planner for its York office. This pivotal role involves working closely with Investment Managers and providing financial planning advice primarily focused on pensions. The ideal candidate will have strong analytical skills, client-facing expertise, and a proactive mindset, contributing to the office's growth without needing an existing client following.

Qualifications

• Proven experience providing financial planning advice, specialising in pensions.
• Strong technical knowledge and analytical skills.
• Proactive and self-motivated, able to work independently and with a team.

Responsibilities

• Provide initial financial planning advice focusing on pensions and estate planning.
• Collaborate with Investment Managers to develop solutions.
• Assist with client prospecting and retention activities.

Skills

Client-facing skills

Technical proficiency

Proactive approach

Analytical skills

Education

Chartered status or working towards it

Job description

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Base pay range

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Connecting high quality talent to Private Banks, Wealth Management and Financial Advisory businesses

Wealth Planner | York

£75,000 - £85,000 basic salary + annual bonus

Newly created role

A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York.

This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team.

This newly created role offers a unique opportunity to make a significant contribution to a well-established office.

About the Role

• As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients.
• Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients.
• Pension experience is essential.
• Excellent client-facing skills, technical proficiency, and a proactive approach are crucial.
• The successful candidate will be a team player, comfortable working with both local and other office-based colleagues.

Key Responsibilities

• Provide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protection
• Collaborate with Investment Managers to identify client needs and develop solutions
• Assist with client prospecting and retention activities
• Contribute to the growth and development of the office

Qualifications and Experience

• Ideally Chartered status or near qualification
• Proven experience providing financial planning advice, specialising in pensions
• Strong technical knowledge and analytical skills
• Proactive and self-motivated, able to work independently and as part of a team
• Existing professional networks in the region would be beneficial.

If you have achieved Chartered status, or actively working towards, and seeking a new role that doesn’t center on business development or require an existing client following, this could be an ideal opportunity.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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