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Wealth Planner
Job summary
A leading investment management firm in Bristol is looking for a Wealth Planner to provide expert financial planning advice to clients and collaborate with investment managers. The ideal candidate will have at least two years of experience in financial planning and relevant qualifications. This role involves delivering superior service while maintaining technical knowledge in the wealth planning field.
Qualifications
- At least two years' experience as a financial planner in the Financial Services industry.
- Financial planning qualifications essential (Chartered Financial Planner or working towards).
- Holder of/Eligible for a Statement of Professional Standing (SPS).
Responsibilities
- Deliver superior Wealth Planning advice to clients.
- Collaborate with Investment Managers to seize business opportunities.
- Manage workflow effectively with the Wealth administrator.
Skills
Education
Tools
Department: Investment Management
Employment Type: Full Time
Location: Bristol
Reporting To: Head of Wealth Planning
Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning. The role will be supporting our Bristol and Cheltenham offices.
Main tasks
- Responsible for the delivery of superior Wealth Planning advice to the Firm’s clients
- Deal professionally and capably with clients and exceed their expectations with the advice and service provided
- Collaborate with the Investment Managers to seize opportunities and grow the business. Be able to communicate and present effectively to clients and colleagues
- Effective delegation of workflow to the Wealth administrator
- Case management using a financial planning Client Relationship Management system
- Get involved in initiatives to enhance what we do and our client proposition
- Maintain a thorough technical knowledge and awareness of latest developments in the Wealth Planning industry
- Think on your feet
- Ideally educated to Degree level (2:1 or above)
- At least two years' experience working as a financial planner in the Financial Services industry
- Proven track record in delivering regulated financial advice to High Net Worth clients
- Financial planning qualifications essential (Chartered Financial Planner or working towards)
- Possess advanced Chartered Institute of Insurance pension qualifications such as AF3 Pension Planning
- Holder of/Eligible for a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements
- GCSE Maths and English Language (grade C or above essential)
- Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software
- Client-centric
- Combination of commercial focus and sound technical knowledge
- Energetic, desire to get involved and contribute
- Confident communication and presentation skills including good written and verbal skills
- Professional and can-do attitude. Willing to embrace being part of a new team and encourage/mentor others
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.