Financial Planner – All high worth clients provided!
To £65,000, plus bonus
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.
All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities, that enable its clients to safely maximize their portfolio value and at the same time increase the revenue within your client bank.
The added benefit to this role is you will have a support and mentorship from a Director, to assist in the handover of the clients to you.
Responsibilities
Managing an existing client bank of circa 80-100 clients
Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
Work with investment managers to identify opportunities for existing clients;
Actively refer clients and prospects to other services and specialisms offered.
Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
Competencies / Skillset
Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
Actively participate in the sharing of knowledge – to both Wealth/Financial Planners and Investment Managers
Market Knowledge – Maintain a full and proper understanding of the financial services market
Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately
Experience / Qualifications
Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
Previous experience of providing financial planning advice to clients
Previous experience in business development and growing a client book
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