Wealth Planner

IDEX Consulting; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in York is seeking a Wealth Planner to provide financial planning advice, focusing on pensions and estate planning. The successful candidate will collaborate with Investment Managers and assist with client prospecting. Chartered status or near qualification is preferred. This role offers a great opportunity to contribute significantly to a well-established office without requiring an existing client following.

Qualifications

• Proven experience providing financial planning advice, especially in pensions.
• Strong technical knowledge and ability to analyze financial needs.
• Existing professional networks in the region would be beneficial.

Responsibilities

• Provide initial financial planning advice focusing on pensions and estate planning.
• Collaborate with Investment Managers to develop client solutions.
• Assist with client prospecting and retention activities.

Skills

Client-facing skills

Technical proficiency

Proactive approach

Analytical skills

Education

Chartered status or near qualification

Job description

About the Role

A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York. This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team. This newly created role offers a unique opportunity to make a significant contribution to a well-established office.

• As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients.
• Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients.
• Pension experience is essential.
• Excellent client-facing skills, technical proficiency, and a proactive approach are crucial.
• The successful candidate will be a team player, comfortable working with both local and other office-based colleagues.

Key Responsibilities

• Provide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protection
• Collaborate with Investment Managers to identify client needs and develop solutions
• Assist with client prospecting and retention activities
• Contribute to the growth and development of the office

Qualifications and Experience

• Ideally Chartered status or near qualification
• Proven experience providing financial planning advice, specialising in pensions
• Excellent client-facing skills
• Strong technical knowledge and analytical skills
• Proactive and self-motivated, able to work independently and as part of a team
• Existing professional networks in the region would be beneficial.

If you have achieved Chartered status, or actively working towards, and seeking a new role that doesn't center on business development or require an existing client following, this could be an ideal opportunity.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.