Financial Planning Director

mbf.; London; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Une entreprise de gestion de patrimoine renommée est à la recherche d'un Directeur de Planification Financière pour offrir des services de gestion de patrimoine de haute qualité aux clients HNW et UHNW. Ce rôle clé inclut la responsabilité de développer de nouvelles affaires et de maintenir des relations existantes, tout en travaillant dans un environnement qui favorise la croissance professionnelle.

Benefits

Package de bénéfices exceptionnel

Structure de soutien complète

Opportunités de progression de carrière

Qualifications

• 5+ années d'expérience en planification financière avec des clients HNW/UHNW.
• Connaissance des stratégies d'investissement et de la planification successorale.
• Excellentes compétences en communication et en gestion de la relation client.

Responsibilities

• Fournir des conseils de planification financière et de gestion de patrimoine.
• Diriger des réunions clients et préparer des rapports de planification financière.
• Collaborer avec des gestionnaires d'investissement et des spécialistes fiscaux.

Skills

Planification financière

Gestion de portefeuille

Stratégies d'investissement

Développement commercial

Gestion de la relation client

Education

Chartered Financial Planner (CII ou CISI)

Job description

Financial Planning Director

Location: London, Hybrid

Salary: £90,000 - £120,000 (depending on experience)

Bonus: Annual Bonus

Benefits: Exceptional Benefits Package

Our client, a highly regarded wealth and investment management firm, is seeking an experienced Chartered Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions.

The Role

As a Chartered Financial Planner, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice.

Key Responsibilities:

• Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions.
• Lead client meetings, prepare financial planning reports, and ensure suitability standards are met.
• Collaborate with internal investment managers, tax specialists, and external professional connections to enhance client service.
• Maintain an in-depth understanding of investment markets, regulatory requirements (FCA), and financial planning strategies.
• Contribute to business development through networking, referrals, and professional connections.

Requirements:

• 5+ years of experience in financial planning, working with HNW/UHNW clients.
• Chartered Financial Planner status (CII or CISI).
• Strong knowledge of investment strategies, estate planning, retirement solutions, and tax-efficient structures (e.g., ISAs, SIPPs, Trusts, Offshore Bonds).
• Business development mindset with a track record of growing client portfolios.
• Excellent communication and relationship management skills.

The Package & Benefits:

• Salary: £90,000 - £120,000 (depending on experience).
• Bonus: Annual Bonus
• Comprehensive support structure: Each Financial Planner is backed by a dedicated Paraplanner, Technical Paraplanner and Administrator.
• Client allocation: Client portfolio.
• Career progression opportunities: Clear pathway to Senior Financial Planning Director and Partner.

This is an excellent opportunity to join a firm that provides strong career growth, a high-quality client base, and a structured pathway to senior leadership.