HNW Wealth Planner – Grow Trusted Client Relationships

evelyn Partners; Sworton Heath; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Knutsford is looking for an ambitious Financial Planner to join their team. You will be responsible for building and developing trusted relationships with HNW clients while delivering personalized financial planning and wealth management advice. The ideal candidate will have a few years of proven experience in financial planning and a desire to generate new business. Your responsibilities will include executing business plans, maintaining client records, and ensuring client satisfaction to foster long-term relationships.

Qualifications

• A couple of years of proven Financial Planning experience.
• Ability to generate new business focusing on HNW clients.
• Competence in delivering tailored financial advice.

Responsibilities

• Look after and support client needs.
• Execute the annual Business Plan.
• Build and maintain client relationships.
• Structure and lead client meetings professionally.
• Ensure clients receive the right advice for their financial objectives.
• Undertake annual client reviews.
• Work collaboratively with Investment Management colleagues.
• Maintain accurate and up-to-date client records.
• Manage client complaints effectively.
• Undertake regular CPD for professional development.

Skills

Financial Planning experience

Client relationship management

Business development

Communication skills

Job description

A financial services firm in Knutsford is looking for an ambitious Financial Planner to join their team. You will be responsible for building and developing trusted relationships with HNW clients while delivering personalized financial planning and wealth management advice. The ideal candidate will have a few years of proven experience in financial planning and a desire to generate new business. Your responsibilities will include executing business plans, maintaining client records, and ensuring client satisfaction to foster long-term relationships.