Financial Planner – All clients provided!
To £60,000, plus bonus
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.
All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities, that enable its clients to safely maximize their portfolio value and at the same time increase the revenue within your client bank.
The added benefit to this role is you will have a support and mentorship from a Director, to assist in the handover of the clients to you.
Responsibilities
- Having an entrepreneurial mindset in managing an existing client bank of circa 80-100 clients
- Developing business from existing clients and providing enhanced advice that benefits their portfolio, whilst increasing the value of your client bank
- Re-engaging with clients to rebuild the relationship through financial planning advice
- Work with investment managers to identify opportunities for existing clients;
- Actively refer clients and prospects to other services and specialisms offered.
- Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
Experience / Qualifications
- Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
- Up to 5 years' experience of providing financial planning advice to clients
- Previous experience in business development and growing a client book