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 opportunities for professional development.
- Other info: Dynamic team environment with opportunities in London, Cheltenham, and York.
- 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
- 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
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 in London employer: Aldrich & Company Limited
As a leading Wealth Manager located in the heart of the City, we pride ourselves on fostering a collaborative and dynamic work environment where Chartered Financial Planners can thrive. Our commitment to employee growth is evident through ongoing professional development opportunities and a strong focus on delivering exceptional client service, particularly for high-net-worth individuals. With competitive compensation packages, including bonuses and benefits, we offer a rewarding career path for those passionate about making a meaningful impact in clients' financial futures.
Contact Details:
Aldrich & Company Limited Recruitment Team
