FINANCIAL PLANNER , EMPLOYED

ZipRecruiter; Leicester; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in Wealth Management is seeking an experienced Financial Planner to join their dynamic team in Leicester. This role offers a unique opportunity to provide bespoke financial advice to high net worth individuals while developing long-term client relationships. You will be instrumental in generating new business opportunities through networking and referrals, ensuring clients receive the highest level of service. If you have a passion for financial planning and a proven track record in client-facing roles, this is the perfect opportunity to advance your career in a thriving organization.

Qualifications

• Proven experience in a client-facing Wealth Management or Financial Planning role.
• Diploma qualified to Level 4 and ideally working towards Chartered status.

Responsibilities

• Ensure clients receive the highest level of financial advice and ongoing service.
• Develop existing client bank and gain referrals to strengthen relationships.

Skills

Client Relationship Management

Financial Planning

Wealth Management

Communication Skills

Attention to Detail

Education

Diploma Level 4

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Job Description

NJR is currently working with a very well-established Wealth Management practice that provides bespoke advice to Private Clients, Business Owners, Trustees, and professionals. They now have an excellent opportunity for an experienced and talented Financial Planner to join their growing and thriving organization.

Working from their office based in Leicester, you will be responsible for servicing a client bank of high net worth individuals, providing holistic advice, developing long-term client relationships, and generating new private client business opportunities through networking and referrals. You will develop financial plans for prospective or existing clients, providing appropriate advice, financial products, and investments, and pursuing leads.

Responsibilities

• The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service.
• Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible, and strengthening client relationships.
• Increase income for the business by converting new leads and business opportunities.
• Maintain a high profile for both self and the firm in the local business and professional sectors through planned and focused networking.
• Consistently comply with legislative, financial, procedural, and quality requirements.
• Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets.

Requirements

• Proven experience in a client-facing Wealth Management or Financial Planning role.
• Diploma qualified to Level 4 and ideally working towards Chartered status.
• Ability to develop and forge successful business relationships within the wealth management and financial planning arena.
• Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards.
• Strong communication and presentation skills with the ability to plan and prioritise workloads.
• Attention to detail.
• A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena.
• Strong product, market, and technical knowledge.
• IT literate (Excel, Word, PowerPoint, etc.).

For more information, please contact one of our specialist consultants quoting REF: NJR15703.