Financial Planner , HNW clients , DipPFS , Investment Management

JR United Kingdom; Manchester; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading Wealth Management firm in Manchester seeks a Financial Planner to support Senior Directors in developing Wealth Strategies for High Net Worth clients. The role involves providing comprehensive financial advice and preparing detailed plans. Ideal candidates will possess a Financial Planning Diploma and strong technical knowledge in financial products, with a focus on meticulous planning and client management.

Qualifications

• Experience in Wealth or Financial Planning.
• Strong technical knowledge of pensions, protection, investments.
• Familiarity with complex HNW client planning.

Responsibilities

• Provide holistic financial advice covering investments, pensions, protection.
• Prepare technical plans and conduct annual reviews.
• Attend client meetings and stay updated on investment products.

Skills

Technical knowledge of pensions

Technical knowledge of protection

Technical knowledge of investments

Attention to detail

Meeting deadlines

Education

Financial Planning Diploma

Chartered status

Tools

Voyant

Job description

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

Client:

JJ SEARCH LIMITED

Location:

Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

23.05.2025

Expiry Date:

07.07.2025

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 support Senior Financial Planning Directors in developing Wealth Strategies and technical Wealth Planning for HNW clients to protect and manage their finances. Responsibilities include providing holistic financial advice covering investments, pensions, protection, IHT planning, EIS, VCT, and life wrappers; preparing technical plans and fact-finding; developing cash flow plans; attending client meetings; staying updated on new investment products; preparing internal reports and suitability letters; conducting annual reviews; and participating in policy and product research.

The Candidate:

Ideal candidates will have experience in Wealth or Financial Planning, hold a Financial Planning Diploma, and be working towards or have achieved Chartered status. Essential skills include strong technical knowledge of pensions, protection, investments, and familiarity with Voyant or similar tools. Experience with complex HNW client planning, including pension management, inter-generational and IHT planning, and large life cover cases, is preferred. Attention to detail and meeting deadlines are crucial.