Specialist Wealth Planner for Personal Injury Settlements

Apollo Private Wealth; Greater London; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading wealth advisory firm in Greater London is seeking an experienced Specialist Financial Adviser to provide expert financial planning services for clients who have received compensation through personal injury or medical negligence claims. In this role, you will develop bespoke financial strategies, ensuring compliance and client alignment. The ideal candidate will hold a Level 4 Diploma in Regulated Financial Planning and have a strong background in wealth management. The firm offers an opportunity to make a tangible difference in clients' lives.

Qualifications

• Proven background as a Financial Adviser or Wealth Planner.
• Experience liaising with solicitors, trustees, and deputies.
• Deep understanding of wealth, investment, and estate planning strategies.

Responsibilities

• Create bespoke financial strategies for clients.
• Develop tailored financial plans covering investments and trusts.
• Ensure advice aligns with client goals and circumstances.

Skills

Interpersonal and communication skills

Technical understanding of investment

Empathy for vulnerable clients

Education

Level 4 Diploma in Regulated Financial Planning

Level 6 / Chartered Financial Planner status

Job description

A leading wealth advisory firm in Greater London is seeking an experienced Specialist Financial Adviser to provide expert financial planning services for clients who have received compensation through personal injury or medical negligence claims. In this role, you will develop bespoke financial strategies, ensuring compliance and client alignment. The ideal candidate will hold a Level 4 Diploma in Regulated Financial Planning and have a strong background in wealth management. The firm offers an opportunity to make a tangible difference in clients' lives.