We are currently recruiting for a Financial Planning practice in Leatherhead who are looking for an experienced Financial Planner who has a great HNW IFA background (i.e. typical AUM of £1m+), complex technical experience and happy to work closely with the CEO on the handover of long-standing existing clients.
The Company: They have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence. They provide holistic life goals based financial planning for over 230 families, frequently translating complex financial planning cases into workable solutions, and have over £250 million of assets under management.
Responsibilities:
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Service and develop strong relationships with an established portfolio of clients.
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Provide a highly personalised, holistic financial planning service.
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Life planning and goal setting
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Cashflow planning and modelling.
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Investment and portfolio construction.
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Pension and retirement planning.
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Inheritance tax and estate planning
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Capital protection
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Ongoing investment and portfolio reviews
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Conduct client meetings
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Work with client servicing team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.
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Ensure all regulatory and compliance standards are met.
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Contribute to the ongoing development of best practice within the business.
Skills and Experience:
- Experience of working as a Financial Adviser, providing a comprehensive Financial Planning service OR a highly competent Paraplanner with client facing experience, ready to progress into advising.
- Experience of all areas of financial planning - cashflow modelling, taxation, investment portfolio management, pensions, protection, estate planning etc.
- Diploma in Financial Planning (Dip PFS, Level 4)
- A keen listener, a strong relationship builder and collaborative team player with a caring, quality focused, customer centric approach.
- Quality focused, analytical with excellent attention to detail.
- Highly preferable - a current SPS certificate.