Chartered Financial Planner, Wealth Management, City
£70,000 - £100,000 + bonus + benefits
22833
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
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Chartered Financial Planner employer: Aldrich & Company Limited
Aldrich & Company Limited is an exceptional employer located in the vibrant City of London, offering a dynamic work environment that thrives on collaboration and proactive engagement. Employees benefit from a supportive culture that prioritises professional growth, alongside competitive benefits tailored to enhance work-life balance. Joining our team means being part of a fast-paced private equity firm where your contributions are valued and opportunities for development are abundant.
