Wealth Planner

Reporting directly into a Partner, you will maintain and develop existing relationships with profitable clients, providing ongoing financial planning service and advice. Key Deliverables: • Manage a number of existing clients to provide high quality financial planning. • Meet any agreed fees targets and KPI’s. • Deliver financial planning and service to clients to a professional standard. • Delegate as appropriate and communicate clearly with the team. • Undertake client review process with agreed frequency of contact. • Support and assist in implementing marketing initiatives with Partners. • Undertake appropriate professional development and training. • Operate within the compliance and professional standards of the business The Right candidate: • Experience in private client wealth planning. • Interpersonal skills to develop and maintain client trust and inspire confidence. • Articulate – able to communicate effectively and professionally in verbal and written form. • Solutions orientated and imaginative in creating these solutions. • Commercial mindset. • Motivated, ambitious and hard-working. • Comprehensive understanding of key areas of financial planning and generic solutions. • Accuracy, numeracy, attention to detail. • Ability to meet deadlines / work within restricted timescales. • Flexible and reliable team member. • Ability to work on own initiative to achieve required results. • Collaborative and inclusive approach to work. • Intermediate knowledge of CRMs, Cashflow planning software, investment research software and MS Office Suite (Word / Excel / PowerPoint) and Outlook. • Minimum professional qualification – working towards Chartered Financial Planner Qualification or Equivalent This is a great business with a fantastic inclusive culture. The business has strong growth plans.