Financial Planner

Location: London, United Kingdom

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners. hirify.global plc oversees £157.4 billion in customer investments and operates across the UK, Ireland, Dubai, and the Channel Islands.

What you will do

• Maintain and grow an existing client base of lower and high-net-worth clients.
• Win new clients through professional networks, hirify.global referrals, and business development activity.
• Build and manage a high-quality pipeline by running events, following up on enquiries, and converting opportunities.
• Develop deeper client engagement through holistic advice and increase assets under advice and overall profitability.
• Own growth targets covering activity, pipeline, and conversion, with coaching from the Area Director and distribution partners.
• Meet FCA, Consumer Duty, hirify.global values, and documentation requirements while strengthening the external brand and personal professional reputation.

Requirements

• Level 4 Diploma in Financial Planning is required.
• Experience providing regulated advice to high-net-worth private clients is required.
• Strong client care, communication, and business development skills, including the ability to build trust and convert prospects into long-term clients.
• Strong technical knowledge of client solutions, risk, suitability, compliance, and clear client documentation.
• Connections with professional introducers and the ability to generate new business through referrals and an agreed distribution plan.
• Ability to stay current with the market and turn insights into positive client outcomes.

Nice to have

• Advanced Financial Planning qualifications and/or the Investment Advice Certificate or equivalent.
• Experience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management.

Culture & Benefits

• Inclusive culture focused on equal opportunities, respect, collaboration, curiosity, integrity, ownership, and constructive challenge.
• 26 days of annual holiday, equivalent to 182 hours.
• Employee incentive scheme linked to business performance and individual contribution.
• Non-contributory company pension scheme with the option to increase contributions.
• Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary less state benefits after 26 weeks of absence.
• Flexible benefits for UK employees available through salary deduction.