Financial Planner - All clients provided

Jenson Fisher Consulting Ltd; Glasgow; On-site; GBP 45,000 - 60,000; Full time

Job summary

A prestigious Wealth Planning firm seeks an ambitious Financial Planner to manage an existing client bank while developing new business opportunities. The role offers excellent support from experienced Directors, allowing you to focus on delivering high-quality financial planning advice without needing to self-generate clients.

Qualifications

• Experience managing an existing client bank of 80-100 clients.
• Track record in business development and client acquisition.
• Ability to work compliantly within regulatory requirements.

Responsibilities

• Manage an existing client bank and conduct annual reviews.
• Proactively acquire new clients through business development.
• Ensure all client activities align with compliance and regulatory standards.

Skills

Client Relationship Management

Business Development

Financial Planning

Job description

Financial Planner – All high worth clients provided!

To £60,000, plus bonus

Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.

All clients will be provided, which are mass affluent or UHNW, and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities that enable its clients to safely maximize their portfolio value and, at the same time, increase the revenue within your client bank.

The added benefit to this role is you will have support and mentorship from a Director to assist in the handover of the clients to you.

Responsibilities

• Managing an existing client bank of circa 80-100 clients
• Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients
• Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice
• Working with investment managers to identify opportunities for existing clients
• Actively referring clients and prospects to other services and specialisms offered
• Serving clients on an ongoing basis, conducting annual reviews, and ensuring that they remain on track to achieve their objectives
• Carrying out all activities in a compliant manner in line with internal procedures and regulatory requirements