Senior Wealth Planner - London/Manchester/Birmingham

Senior Wealth Planner – London/Manchester/Birmingham

A leading banking institution wishes to recruit senior wealth planners (and team leaders) across London, Birmingham and Manchester.

Overview

• Self‑directed to achieve personal objectives and assist in achieving team targets for attracting new customers and investable assets.
• Deliver high quality bespoke wealth planning and investment advice, maximising value for new and existing customers, ensuring customers’ investments are structured correctly to achieve established medium‑ and long‑term goals.
• Understand the risks associated with investment products; in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended.
• Work closely with our Wealth acquisition team to transform prospects into invested customers.
• Fully utilise and engage the Wealth Planner’s toolset, systems and platforms, and challenge current standards to continuously improve quality.
• Engage with digital technologies, products and solutions that are relevant to the Wealth proposition and can be used to enhance the service provided to clients.
• Be able and willing to discuss markets, their issues and opportunities with prospective and existing customers.
• Maintain the highest levels of customer service and delivery.
• Act as key contact and be recognised as an expert for all Wealth products (with a focus on pensions)

Essential Skills/Basic Qualifications

• The Wealth Planner must hold a financial planning qualification with a minimum of level 4.
• The candidate will be at least level 4 qualified in advising on packaged products.
• Appropriate technical/product knowledge of pensions and investment advice in the UK.
• Satisfy the FCA criteria for an approved person both initially and ongoing.
• Have experience of controlling and monitoring risk within a client book.
• Have broad experience of the financial services industry, particularly in the areas of retail regulated products/service to the mass market.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Other

Industries

• Banking