Financial Planner – HNW Wealth & Client Relationships

Evelyn Partners; Otley; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading financial services firm in the UK is looking for an experienced Financial Planner to join their team in Knutsford. You will develop strong relationships with high-net-worth clients, delivering tailored financial planning and wealth management advice. The role requires proven experience in dealing with clients and a relevant level 4 qualification. You will enjoy a competitive salary and benefits, including private medical insurance and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience with high-net-worth clients on a fee basis.
• Ability to communicate financial advice clearly.
• Strong understanding of financial planning strategies.

Responsibilities

• Manage and support client needs effectively.
• Execute the annual business plan in line with targets.
• Build and maintain new client relationships.

Skills

Client relationship management

Financial planning expertise

Ability to analyze client information

Verbal and written communication skills

Client service ethic

Education

Relevant level 4 qualification

Aspiring for Level 7 qualification

Job description

A leading financial services firm in the UK is looking for an experienced Financial Planner to join their team in Knutsford. You will develop strong relationships with high-net-worth clients, delivering tailored financial planning and wealth management advice. The role requires proven experience in dealing with clients and a relevant level 4 qualification. You will enjoy a competitive salary and benefits, including private medical insurance and a hybrid working model.