Financial Planner , HNW clients , DipPFS , Investment Management

JR United Kingdom; Warrington; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established Wealth Management firm seeks a Financial Planner in Warrington to support HNW clients. Responsibilities include holistic financial planning and investment management. The ideal candidate should possess a DipPFS qualification, strong analytical skills, and technical expertise in pensions and investments.

Qualifications

• Experienced in Wealth/Financial Planning.
• Strong technical knowledge in pensions and investments.
• Familiarity with cash flow tools required.

Responsibilities

• Deliver high-level financial advice to HNW clients.
• Prepare cash flow plans and financial reviews.
• Attend client meetings and stay updated on investment products.

Skills

Technical knowledge in pensions

Investment planning

Attention to detail

Education

DipPFS qualification

Working towards Chartered status

Tools

Voyant

Job description

Social network you want to login/join with:

Financial Planner, HNW clients, DipPFS, Investment Management, Warrington, Cheshire

col-narrow-left

Client:

JJ SEARCH LIMITED

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

col-wide

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 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, and working with senior directors to prepare cash flow plans and financial reviews. The role involves attending client meetings, staying updated on new investment products, preparing reports, and participating in review meetings.

The Candidate:

Must be experienced in Wealth/Financial Planning, with a DipPFS qualification. Working towards Chartered status is preferred.

Strong technical knowledge in pensions, protection, and investments is essential. Familiarity with Voyant or similar cash flow tools is required. Experience with complex HNW planning, including pension and IHT planning, is desirable. Attention to detail and meeting deadlines are important.