At a Glance
- Tasks: Deliver expert financial planning advice, focusing on retirement and estate planning.
- Company: Leading Wealth Manager located in the heart of the City.
- Benefits: Competitive salary, bonuses, and a range of benefits.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Chartered Financial Planner status and 2+ years of experience with HNW clients.
The predicted salary is between 70000 - 100000 £ per year.
Are you a Chartered 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.
Our client is a leading Wealth Manager based in the heart of the City. 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 (CII Level 6), 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
Chartered Financial Planner, Wealth Management, City (hybrid) 22833 in Slough employer: Aldrich & Co.
Aldrich & Co. is an exceptional employer that fosters a vibrant work culture in the heart of central London, offering employees the chance to engage with high-profile clients and lead innovative communication strategies. With a strong emphasis on professional development, team mentorship, and collaboration, we provide our staff with the tools and opportunities to grow their careers while making a meaningful impact in the industry.
