Wealth Planner - mbf. : Job Details

Our client is seeking an experienced and dedicated Financial Planner to join their successful team that provide holistic advice to a large, established book of niche clients. This role involves delivering expert financial planning advice to this niche book, acting as their primary relationship manager, and ensuring high standards of service and accuracy in all advice provided.

As a Financial Planner, you will be responsible for developing and managing client relationships, analysing financial information, and creating strategies tailored to individual needs. You will also maintain a proactive approach to business development by identifying potential clients and ensuring a positive first engagement. Candidates comfortable networking and undertaking presentations would be at an advantage

Key Responsibilities:

• Conduct comprehensive reviews of clients' financial circumstances and future goals.
• Develop customized financial plans in line with client objectives.
• Provide ongoing advice and regular updates on financial strategies and performance.
• Stay informed on market trends, products, and regulatory changes.
• Ensure compliance with all relevant regulations and internal standards.

Requirements:

• FCA certification and QCF Level 4 minimum qualification.
• Extensive knowledge of financial planning products and services.
• Comfortable networking, undertaking presentations
• Excellent communication, report writing, and presentation skills.
• Strong problem-solving abilities and commercial acumen.
• Ability to work under pressure while managing multiple priorities.

You will be joining a supportive team that values professional growth and ethical integrity. If you are a motivated financial planner with a passion for helping clients achieve their financial goals, please do apply.