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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Boutique wealth management firm with a focus on next-generation strategies.
- Benefits: Competitive salary, hybrid working, and clear pathways to leadership roles.
- Other info: Confidential application process ensures your privacy is respected.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Level 4 Diploma in Regulated Financial Planning; experience with HNW/UHNW clients.
The predicted salary is between 60000 - 80000 £ per year.
We are recruiting confidentially on behalf of a boutique, next‑generation wealth management firm seeking an experienced Chartered Financial Planner to take the role of Private Client Wealth Adviser / Associate Director to join their senior team. This is a high‑touch role working with HNW and UHNW clients, supporting a director and managing your own portfolio. This position offers a clear pathway to senior leadership and potential equity participation.
Key Responsibilities
- Deliver white‑glove relationship management for HNW/UHNW clients (typical portfolios £1m–£10m+), acting as primary or secondary contact.
- Support and advise a director on technical strategy, attend client meetings, and prepare suitability reports and planning notes.
- Provide holistic wealth planning: retirement, investment strategy, estate & IHT, protection, cashflow modelling.
- Coordinate multi‑disciplinary advice with tax advisers, solicitors, accountants and investment managers.
- Liaise with DFMs/CIO teams on portfolio design, monitoring and bespoke mandates.
- Oversee onboarding, file quality and audit‑ready documentation; drive operational improvements and lead support teams.
- Ensure all advice meets FCA requirements, Consumer Duty and internal compliance.
Skills & Experience Required
- Level 4 Diploma in Regulated Financial Planning (essential); Level 6/Chartered desirable.
- Proven experience advising HNW/UHNW clients in wealth management, private banking or financial planning.
- Strong technical knowledge of pensions, tax planning, trusts, investments and estate planning.
- Excellent interpersonal and communication skills; confident presenting to senior clients and facilitating multi‑party meetings.
- Strong commercial awareness, high attention to detail, and the ability to manage multiple priorities.
- Sound understanding of FCA Conduct Rules, suitability requirements and Consumer Duty.
Package & Logistics
- Salary: competitive, dependent on experience and qualifications.
- Employment: Full‑time (37.5 hours/week), hybrid working.
- Reporting into senior directors.
How to Apply
Please send a confidential CV and brief cover note outlining relevant HNW experience and notice availability. Due to the sensitive nature of this search, applications will be handled discreetly and confidentiality will be maintained throughout the process.
Chartered Financial Planner in Lichfield employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Lichfield
✨Network Like a Pro
Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with someone from the firm, make sure to highlight your experience with HNW/UHNW clients. Share specific examples of how you've delivered top-notch service and managed complex portfolios. We want to see your skills shine!
✨Prepare for the Interview
Do your homework on the firm and its approach to wealth management. Be ready to discuss how you can contribute to their goals and support their directors. We recommend practising common interview questions and preparing some insightful questions of your own!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Chartered Financial Planner in Lichfield
Some tips for your application 🫡
Craft a Tailored CV: Make sure your CV highlights your experience with HNW/UHNW clients. We want to see how you've delivered that white-glove service and managed portfolios similar to what we’re looking for.
Write a Compelling Cover Note: Your cover note should be brief but impactful. Use it to showcase your relevant experience and why you’re the perfect fit for this role. Remember, we love a personal touch!
Showcase Your Technical Skills: Don’t forget to mention your technical knowledge in areas like pensions, tax planning, and investments. We’re keen on seeing how you can support our director and enhance our client offerings.
Apply Through Our Website: For a smooth application process, make sure to apply through our website. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, tax planning, and investments. Be ready to discuss how you've applied this knowledge in real-life scenarios, particularly with HNW/UHNW clients.
✨Showcase Your Relationship Management Skills
This role is all about building strong relationships. Prepare examples of how you've successfully managed client relationships in the past, especially in high-pressure situations. Highlight your ability to communicate effectively with senior clients.
✨Understand the Compliance Landscape
Familiarise yourself with FCA Conduct Rules and Consumer Duty. Be prepared to discuss how you ensure compliance in your advice and operations. This shows that you take regulatory requirements seriously and can navigate them effectively.
✨Demonstrate Leadership Potential
Since this position offers a pathway to senior leadership, think about times when you've led projects or teams. Share your vision for how you would contribute to the firm's growth and operational improvements.