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Senior Financial Planner
Jenson Fisher Consulting Ltd
London
On-site
GBP 100,000 - 125,000
Full time
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Job summary
An independent wealth management firm is seeking a Senior Financial Planner to manage high net worth clients and provide expert financial advice. This role involves advising clients with portfolios of £1.5M and above, ensuring their financial growth through tailored investment strategies. The ideal candidate will have a strong background in private banking or wealth management, with exceptional presentation skills to attract new clients. Join a dynamic team where your expertise will directly impact the financial success of individuals and families, and enjoy a competitive salary and bonus structure in a central London location.
Qualifications
- 5+ years of experience in advising high net worth clients independently.
- Strong background in Tax & Financial Planning and Wealth Management.
Responsibilities
- Manage existing high net worth clients and their portfolios.
- Present pitches to potential new clients effectively.
Skills
Education
Job description
£100,000 - £125,000, plus Bonus
Central London
Our client is an independent, wealth management firm, providing financial planning and discretionary investment management advice that helps individuals, families and trustees grow and create wealth. Having an expert team of Financial Planners and Investment Managers, approximately 95% of funds under management are placed within their specially created investment portfolios.
They only manage high net worth clients, with a minimum portfolio of £1.5M funds under management. The typical client size is £1.5M-£2.5M FUM, but they also manage UHNW clients.
Existing clients will be handed to you to manage fully, but you must also be capable of managing and presenting at pitches to potential new clients.
- Must have a minimum of 5 years experience of independently advising clients
- Experience of managing high net worth individuals (£1M and above)
- Exceptional career history: Private Banking, Stockbroker, Wealth Management firms
- Technically strong within Tax & Financial Planning
- Strong presentation/pitch skills
- Strong academic background
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