Hybrid Financial Planner for High-Net-Worth Clients

NJR Recruitment; Coventry; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Coventry is seeking an ambitious Financial Planner to join their team. You will work with clients to identify financial objectives and develop a financial plan. The role offers the opportunity to manage a client bank and provide exceptional service, with hybrid working options available. Candidates should have a proven track record in financial advice and experience with high-net-worth individuals.

Qualifications

• Proven track record of providing financial advice to clients.
• Experience in managing high-net-worth individuals.
• Ability to grow and maintain a client bank.

Responsibilities

• Contact existing and potential clients to offer financial planning services.
• Map out financial plans to achieve client objectives.
• Deliver exceptional client service with support from the team.

Skills

Financial planning

Client relationship management

Networking

Job description

A leading wealth management firm in Coventry is seeking an ambitious Financial Planner to join their team. You will work with clients to identify financial objectives and develop a financial plan. The role offers the opportunity to manage a client bank and provide exceptional service, with hybrid working options available. Candidates should have a proven track record in financial advice and experience with high-net-worth individuals.