Financial Planner , HNW clients , DipPFS , Investment Management

JJ SEARCH LIMITED; Manchester; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading Wealth Management firm in Manchester is seeking a Financial Planner to provide high-level support to Senior Directors. The role involves delivering comprehensive financial planning advice to High Net Worth clients, preparing cash flow plans, and ensuring compliance with investment strategies. Ideal candidates will have a Financial Planning Diploma and strong technical skills in investments and pensions.

Qualifications

• Experienced in Wealth Planning / Financial Planning field.
• Working towards Chartered status.
• Knowledge of pensions, protection & investments.

Responsibilities

• Deliver high-level support to Senior Financial Planning Directors.
• Provide holistic financial planning advice to HNW clients.
• Prepare cash flow plans and attend client meetings.

Skills

Detail focused

Good excel knowledge

Strong technical experience

Education

Financial Planning Diploma

Tools

Voyant

Job description

Financial Planner , HNW clients , DipPFS , Investment Management

Financial Planner , HNW clients , DipPFS , Investment Management

4 days ago Be among the first 25 applicants

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 Wealth Management HNW clients to protect and manage their finances.

The Financial Planner will provide holistic financial planning advice discussing the following with HNW clients: Investments, Pensions, Protection, IHT Planning, EIS, VCT, Life wrappers.

Preparing technical planning, fact finding on existing plans and policies and understanding broader HNW client objectives.

Working with the Senior Financial Planning Directors, the Financial Planner will prepare cash flow plans and write financial reviews. Attend HNW client meetings to present cash flow plans to clients.

The Financial Planner will stay up to date with new Investment products coming to market.

Preparation of internal analysis reports, scenario planning and suitability letters for review.

The Financial Planner will prepare the pre-annual review documentation, attend the annual review meetings & complete post annual review follow up & action planning.

Research & prepare for the Planning Policy Committee sign off on policy guidelines & product selection.

The Candidate

Experienced within the Wealth Planning / Financial Planning field, and Financial Planning Diploma qualified is essential.

Working towards Chartered status if not already achieved.

Strong technical experience across pensions, protection & investments.

Knowledge of Voyant or similar cash flow modelling tool essential.

Exposure to more complex planning for HNW clients such as pension planning for large value pots, defined benefit schemes, inter-generational and IHT planning or large case life cover

Detail focused with the ability to commit to delivery deadlines.

Good excel knowledge is essential.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Analyst, and Other

• Industries

  Financial Services, Investment Management, and Investment Advice

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