Senior Wealth Planner for HNW Private Clients

JJ SEARCH LIMITED; East Midlands; On-site; GBP 45,000 - 65,000; Full time

Job summary

A reputable investment management firm in East Midlands is seeking a Financial Planner to manage high net worth clients. The role involves providing technical wealth planning, preparing cash flow plans, and developing financial strategies. Candidates should have over 5 years of experience in financial planning, possess a Level 4 Financial Planning Diploma, and demonstrate strong interpersonal skills. This full-time position offers a dynamic work environment with opportunity for professional growth.

Qualifications

• 5+ years of relevant experience in financial planning/wealth planning.
• Minimum Level 4 Financial Planning Diploma qualified.
• Knowledge of cash flow modelling tools.

Responsibilities

• Manage HNW clients and provide tailored financial advice.
• Prepare cash flow plans and write recommendation reports.
• Research and analyze existing solutions, focusing on best advice.

Skills

Financial planning

Wealth management

Communication

Organizational skills

Attention to detail

Education

Level 4 Financial Planning Diploma

Tools

Cash flow modelling tools

Job description

A reputable investment management firm in East Midlands is seeking a Financial Planner to manage high net worth clients. The role involves providing technical wealth planning, preparing cash flow plans, and developing financial strategies. Candidates should have over 5 years of experience in financial planning, possess a Level 4 Financial Planning Diploma, and demonstrate strong interpersonal skills. This full-time position offers a dynamic work environment with opportunity for professional growth.