Financial Planning Specialist

ACCA Careers; Guildford; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A forward-thinking company is seeking a Financial Planning Specialist to manage investment needs for private banking customers. This role emphasizes developing holistic wealth plans and enhancing relationship management skills in a supportive environment. With a hybrid work arrangement, you will engage with clients, provide wealth management advice, and ensure compliance and risk management. Ideal for those passionate about finance, this position offers the opportunity to grow professionally while making a significant impact on clients' financial well-being.

Qualifications

• Qualified financial planner with a plan to attain Level 6 qualification.
• Experience in client profiling and risk analysis.

Responsibilities

• Identify and acquire new client relationships.
• Deliver exceptional client service and manage client relationships.
• Provide wealth management product advice to clients.

Skills

Client Relationship Management

Risk Analysis

Asset Allocation

Communication Skills

Financial Planning

Education

CISI Level 4 Certificate

Level 6 Financial Planning Qualification

Job description

Join us to apply for the Financial Planning Specialist role at ACCA Careers.

Job Overview

Manage the investment needs of private banking customers, providing wealth management advice on wealth structuring, investments, estate planning, pension planning, and protection. Develop holistic wealth plans as a trusted advisor, and hone your relationship management skills in a supportive environment that invests in your development. This role offers a flexible working arrangement, with some work from home and at least three days a week in the office.

Key Responsibilities

1. Identify high-potential prospects and acquire new client relationships.
2. Deliver exceptional client service using your communication skills and expertise.
3. Build, manage, and improve the client relationship management process.
4. Provide wealth management product advice to private wealth and private banking clients.
5. Stay informed about financial markets and macroeconomic news.
6. Promote the company's brand and build business opportunities.
7. Act as a role model through exemplary client management and business development.
8. Ensure regulatory compliance and risk management for your portfolios.

Required Skills and Qualifications

• CISI Level 4 certificate or equivalent.
• Experience in detailed client profiling, risk analysis, and asset allocation.
• Active Statement of Professional Standing (SPS).
• Qualified and practicing financial planner, with a plan to attain Level 6 qualification within two years if not already qualified at that level.

Desired Skills

• Strong client relationship management skills.
• Knowledge of macro-economic environments and financial markets.
• Ability to represent the company effectively in the market.
• Excellent stakeholder management skills.

Additional Details

Hours: 35 hours/week

Closing Date for Applications: 05/05/2025

Work Arrangement: Hybrid

Seniority and Employment Type

• Entry level
• Full-time

Job Function and Industry

• Finance and Sales
• Accounting