6 дней назад
Financial Planner
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Planner (Wealth Management): Growing existing and new high-net-worth client relationships through holistic financial advice, business development, and regulated client service with an accent on pipeline management, referrals, and risk-aware recommendations. Focus on winning new clients, increasing assets under advice, maintaining FCA compliance, and delivering clear, suitable documentation and long-term client outcomes.
Location: Exeter, with commuting to Bristol and Exeter offices and client meetings across Devon and Cornwall
Company
is a UK-based wealth management business providing discretionary investment management, financial advice, investment platforms, and multi-asset investment solutions to private clients, charities, trustees, and professional partners.
What you will do
- Maintain and grow an existing lower and high-net-worth client base.
- Win new clients through professional networks, referrals, warm leads, and business development activity.
- Build and manage a high-quality pipeline by running events, following up on enquiries, and converting opportunities.
- Provide holistic financial advice and deepen client engagement while increasing assets under advice and profitability.
- Own growth targets covering activity, pipeline, and conversion, with support from senior distribution colleagues.
- Meet FCA requirements and standards while producing clear documentation and positive client outcomes.
Requirements
- Level 4 Diploma in Financial Planning is required.
- Experience providing regulated advice to high-net-worth private clients.
- Strong client care, communication, business development, and relationship-building skills.
- Technical knowledge of client solutions, risk, suitability, and regulatory compliance.
- Professional connections with introducers such as accountants, solicitors, and corporate advisers.
- Ability to work across the South West, including the Exeter and Bristol offices and client locations in Devon and Cornwall.
Nice to have
- Advanced Financial Planning qualifications or the Investment Advice Certificate.
- Experience advising existing and new high-net-worth clients alongside Discretionary Investment Management teams.
Culture & Benefits
- Permanent full-time employment with a performance incentive scheme.
- 26 days of holiday, equivalent to 182 hours.
- Non-contributory company pension scheme with the option for additional personal contributions.
- Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary less state benefits after 26 weeks.
- Flexible benefits for UK employees, available through salary deduction.
- Culture focused on integrity, continuous learning, inclusion, collaboration, and ownership.
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