Financial Planner , HNW clients , DipPFS , Investment Management

JR United Kingdom; Bolton; On-site; GBP 50,000 - 70,000; Full time

Job summary

Une entreprise de gestion de patrimoine établie recherche un planificateur financier pour fournir un soutien de haut niveau aux clients à haut patrimoine. Le candidat idéal doit posséder une expérience en planification financière, être qualifié DipPFS et avoir une bonne connaissance des investissements et des protections. Les responsabilités incluent la préparation des plans financiers, l'analyse des flux de trésorerie et l'interaction avec les clients pour des solutions sur mesure.

Qualifications

• Expérience en planification financière et gestion des clients à haut patrimoine.
• Doit être DipPFS qualifié et en voie d'obtenir le statut de Chartered.
• Connaissance technique approfondie des pensions et des investissements.

Responsibilities

• Préparer des plans techniques et analyses pour les clients HNW.
• Assister aux réunions clients et préparer des lettres de convenance.
• Rester informé des nouveaux produits d'investissement.

Skills

Planification financière

Analyse de flux de trésorerie

Gestion de placements

Connaissance en matières de protection

Education

Diplôme DipPFS

Tools

Outils de modélisation des flux de trésorerie (ex. Voyant)

Job description

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Financial Planner, HNW clients, DipPFS, Investment Management, Bolton, Greater Manchester

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Client:

JJ SEARCH LIMITED

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

The Company:

An established Wealth Management and Advisory firm in the Manchester area. Specialising in High Net Worth Private Client Financial Planning and Investment Management.

The Role:

The Financial Planner will deliver high-level support to the Senior Financial Planning Directors and help develop Wealth Strategies and technical Wealth Planning for the HNW clients to protect and manage their finances.

The Financial Planner will provide holistic financial planning advice discussing investments, pensions, protection, IHT Planning, EIS, VCT, and Life wrappers with HNW clients.

Responsibilities include preparing technical plans, fact-finding on existing plans, understanding client objectives, preparing cash flow plans, writing financial reviews, attending client meetings, and staying updated on new investment products.

The role also involves preparing analysis reports, scenario planning, suitability letters, and participating in review meetings and policy sign-offs.

The Candidate:

Must have experience in Wealth/Financial Planning, be DipPFS qualified, and working towards Chartered status.

Strong technical knowledge in pensions, protection, investments, and experience with cash flow modelling tools like Voyant.

Experience with complex planning for HNW clients, including pension planning, IHT, and large case life cover, is preferred.

Attention to detail and ability to meet deadlines are essential.