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Reed
Bath
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will
Job Source: ReedPinstripe Personnel
Manchester
Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the ne
Job Source: Pinstripe PersonnelReed
Bristol
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will
Job Source: ReedReed
Bath
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will
Job Source: ReedRecruit UK
Bristol
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UKHalecroft Recruitment
Altrincham
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire… This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Wort
Job Source: Halecroft RecruitmentReed
Bristol
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will
Job Source: ReedIDEX Consulting Ltd
Manchester area, United Kingdom
My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help
Job Source: IDEX Consulting LtdKingston Upon Thames
We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.
Position Overview:
They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team. In this role, you will have the opportunity to manage an existing book of 100 HNW, long-established private clients, providing them with comprehensive financial planning and management services. This is an exciting opportunity for a skilled professional to play a pivotal role in delivering high-quality financial solutions and building lasting client relationships.
Key Responsibilities:
Manage and service an existing portfolio of 100 HNW, long-established private clients, delivering personalized wealth planning and management services.
Conduct thorough client reviews and meetings, offering expert advice on investment portfolios, retirement planning, estate planning, and other wealth management areas.
Develop and maintain strong client relationships, acting as a trusted advisor and delivering exceptional service.
Collaborate with internal teams to ensure the seamless delivery of services and meet client needs effectively.
Stay updated on industry trends, regulatory changes, and best practices in wealth management to provide informed advice to clients.
Qualifications and Experience:
Qualified to Chartered Financial Planner level.
Proven track record of managing and servicing a portfolio of high net worth clients, with several years of experience in wealth planning and management.
Strong knowledge of financial products, investment strategies, and regulatory requirements.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Proficiency in IT tools and systems, including Microsoft Office suite.
Benefits:
Competitive salary package based on experience and qualifications £75,000 to £100,000
Comprehensive benefits package
Hybrid working model, offering flexibility between office and remote work.
If you are a seasoned Financial Planner with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this exciting opportunity.
Email Alert for Financial Planner jobs in Kingston Upon Thames
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