Scheduler-Jobs in United States

Job Description

The Company:

An established Wealth Management and Advisory firm in the Leeds area. Specialising in High Net Worth Private Client Financial Planning and Investment Management

The Role:

THIS ROLE IS BASED IN LEEDS.

The Financial Planner will confidently deliver highly competent Financial Advice to HNW clients, developing Wealth Strategies and technical Wealth Planning for clients to protect and manage their finances.

The Financial Planner will provide financial planning advice discussing the following with HNW clients: Investments, Pensions, Protection, IHT Planning, EIS, VCT, Life wrappers.

Preparing technical planning, fact finding on existing plans and policies and understanding broader HNW client objectives.

Working with other team members in the business to prepare cash flow plans and write financial reviews. Attend HNW client meetings to present cash flow plans to clients.

The Financial Planner will stay up to date with new Investment products coming to market.

Preparation of internal analysis reports, scenario planning and suitability letters for review.

The Financial Planner will prepare the pre-annual review documentation, attend the annual review meetings & complete post annual review follow up & action planning.

Research & prepare for the Planning Policy Committee sign off on policy guidelines & product selection.

The Candidate

Experienced within the Wealth Planning / Financial Planning field, and Financial Planning Diploma qualified is essential.

Working towards Chartered status if not already achieved.

Strong technical experience across pensions, protection & investments.

Knowledge of cash flow modelling tools are essential.

Exposure to more complex planning for HNW clients such as pension planning for large value pots, defined benefit schemes, inter- and IHT planning or large case life cover

Detail focused with the ability to commit to delivery deadlines.

Good excel knowledge is essential.