HNW Private Client Wealth Planner — Holistic Planning

Blakemore Recruitment; Cambourne; On-site; GBP 60,000 - 100,000; Full time

Job summary

Blakemore Recruitment represents a large financial services group seeking an IFA/Wealth Planner to service existing high net worth clients and build a holistic financial plan. You will join a tailored support team with paraplanning and administration to focus on client outcomes.

The role suits a proactive professional with a full diploma level 4 in financial planning, progressing towards chartered status, and a proven sales track record in advising HNW private clients.

Qualifications

• Full Diploma level 4 in financial planning is required.
• Progressing towards Chartered status is expected.
• Experience as an IFA or financial planner with a strong sales record.
• Experience working with high net worth private clients.

Responsibilities

• Service existing high net worth private clients with holistic financial planning.
• Develop new clients and professional introducers.
• Provide paraplanning and administration support to the advisory team.

Skills

Sales experience with a proven track

Holistic financial planning

I FA / Wealth Planner

HNW client service

Education

Diploma level 4 in financial planning

Job description

Blakemore Recruitment represents a large financial services group seeking an IFA/Wealth Planner to service existing high net worth clients and build a holistic financial plan. You will join a tailored support team with paraplanning and administration to focus on client outcomes.

The role suits a proactive professional with a full diploma level 4 in financial planning, progressing towards chartered status, and a proven sales track record in advising HNW private clients.