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

• 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

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