Wealth Planner

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

Job summary

A leading wealth management firm seeks a Wealth Planner in York to deliver tailored financial planning advice, especially in pensions. This pivotal role offers a unique opportunity for the successful candidate to collaborate with the London team and contribute to the growth of the office without focusing on business development.

Qualifications

• Proven experience in financial planning specializing in pensions.
• Existing professional networks in the region would be beneficial.
• Self-motivated and able to work independently.

Responsibilities

• Provide initial financial planning advice focusing on pensions and investments.
• Collaborate with Investment Managers to develop 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

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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.

About the Role

• 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
• 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.