3 дня 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): Providing holistic financial advice to high-net-worth private clients while growing an established £45 million portfolio and winning new business with an accent on client relationships, business development, and regulatory compliance. Focus on building referral pipelines, converting prospects into long-term relationships, and delivering compliant, differentiated financial solutions.
Location: Chester, United Kingdom
Company
is a UK-based wealth management business providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.
What you will do
- Maintain and grow an inherited client portfolio with assets under management of approximately £45 million.
- Provide holistic financial advice to existing and prospective high-net-worth clients.
- Win new clients through professional networks, referrals, warm leads, and business development events.
- Build and manage a pipeline, including activity, conversion, and growth targets.
- Work with marketing, distribution partners, and discretionary investment specialists to develop client relationships.
- Maintain compliant documentation and deliver strong client outcomes in line with FCA requirements and Consumer Duty policies.
Requirements
- Minimum Level 4 Diploma in Financial Planning.
- Experience providing regulated advice to high-net-worth private clients.
- Strong client care, communication, business development, and relationship-building skills.
- Technical knowledge of financial advice, risk, suitability, and compliance.
- Ability to generate new business through professional introducers and referrals.
- Ability to comply with FCA requirements, Consumer Duty policies, and standards.
Nice to have
- Advanced Financial Planning qualifications or the Investment Advice Certificate, or an equivalent qualification.
- Experience advising existing and new high-net-worth clients alongside Discretionary Investment Management.
Culture & Benefits
- Permanent full-time employment with an established wealth management business.
- 26 days of holiday, equivalent to 182 hours.
- Eligibility for the Incentive Scheme.
- Non-contributory company pension scheme with the option to increase contributions.
- Private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.
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