At a Glance
- Tasks: Deliver expert financial planning advice, focusing on retirement and estate planning.
- Company: Dynamic wealth management firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Opportunities available in London, Cheltenham, and York.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Degree-level education and experience in delivering regulated financial advice.
The predicted salary is between 70000 - 100000 £ per year.
Salary: £70,000-£100,000
Are you an experienced Financial Planner with a passion for delivering exceptional advice and helping clients secure their financial futures? Do you thrive in a collaborative environment and have a strong track record of working with HNW clients? You’ll play a pivotal role in providing expert financial planning advice, with a focus on retirement and estate planning. You’ll be working closely with the Head of Wealth Planning and Investment Managers to deliver top-tier services to clients while contributing to the growth of the business.
Key Responsibilities
- Provide high-quality financial planning advice, primarily in retirement and estate planning
- Build strong client relationships, exceeding expectations for service and advice
- Work with Investment Managers to identify business growth opportunities
- Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system
- Stay up-to-date with industry developments and contribute to the Firm’s client proposition
- Work within regulatory and compliance frameworks
- Contribute to the Firm’s growth strategy and participate in key projects
Requirements
- Degree-level education (2:1 or above)
- Chartered Financial Planner status or working towards, with AF3 Pension Planning qualifications
- At least 2+ years of experience delivering regulated financial advice to HNW clients
- Proficiency in Microsoft Office (especially Excel) and financial planning CRM systems
- Client-focussed, with strong communication and presentation skills
- Energetic and eager to contribute to the team
- A combination of commercial focus and technical expertise
- Confident communicator with a proactive, professional attitude
- Commitment to ongoing learning and professional development
This role is based in London, though our client also requires Wealth Planners for their regional offices in Cheltenham and York, so please get in touch if you are interested in any of these opportunities.
Chartered Financial Planner, Wealth Management, City in London employer: Aldrich & Co.
As a Chartered Financial Planner in our Wealth Management team, you will join a dynamic and collaborative environment in the heart of London, where your expertise will directly impact the financial futures of high-net-worth clients. We pride ourselves on fostering a culture of continuous learning and professional development, offering competitive salaries and opportunities for growth within a supportive team. With a focus on delivering exceptional service and innovative financial solutions, we provide a unique platform for you to thrive and make a meaningful difference in clients' lives.
