Wealth Planner - Build Trusted Client Relationships

Blakemore Recruitment; Leatherhead; On-site; GBP 40,000 - 60,000; Full time

Job summary

A Financial Planning Practice based in Leatherhead seeks a Financial Planner to cultivate existing client relationships and provide expert advice on investment, cashflow, and retirement planning. The role emphasizes close client engagement and achieving business targets within a values-driven organization. Candidates should ideally be Chartered Financial Planners or Level 4 qualified, with a commitment to professional growth. Join a team that values innovation and exceptional service in wealth management.

Qualifications

• Must have the unrestricted right to work in the UK.
• Desire to continually learn and progress qualifications.
• Maintained CPD records required.

Responsibilities

• Develop long-term relationships with clients.
• Meet annual new business targets while acquiring new financial advice.
• Manage client meetings and ensure compliance.

Skills

Client relationship building

Professional conduct

Motivational leadership

Analytical skills

Attention to detail

Planning and organization

Communication techniques

Education

Chartered Financial Planner or Level 4 qualification

Tools

IRESS’s Adviser Office

Morningstar’s Adviser Workstation

Job description

A Financial Planning Practice based in Leatherhead seeks a Financial Planner to cultivate existing client relationships and provide expert advice on investment, cashflow, and retirement planning. The role emphasizes close client engagement and achieving business targets within a values-driven organization. Candidates should ideally be Chartered Financial Planners or Level 4 qualified, with a commitment to professional growth. Join a team that values innovation and exceptional service in wealth management.