Financial Planner (Wealth Management)

TL;DR

Financial Planner (Wealth Management): Provide predominantly remote financial advice to existing and new clients via Teams, Zoom, or telephone, including annual reviews, pre- and post-retirement advice, investment and protection recommendations. Focus on identifying complex client needs, referring to specialists, and supporting strategic initiatives like growing with customers and embracing digital.

Location: England (UK) home workers, fully remote with occasional travel and face-to-face meetings required.

Company

Leading wealth management business overseeing £141.2 billion in customer investments, with offerings in financial advice, investment platforms, multi-asset solutions, and discretionary fund management across Affluent and High Net Worth segments.

What you will do

• Deliver remote financial advice to clients via digital media or telephone, following procedures for annual reviews, investment, protection, pre- and post-retirement advice.
• Identify client financial requirements and needs, recommending suitable investment and advice vehicles to support their goals.
• Conduct annual reviews, spot complex requirements, provide appropriate advice or referrals to specialists.
• Support strategic initiatives focused on moving back book assets under advice and contributing to hirify.global priorities: grow with customers, enhance efficiencies, embrace digital, be a responsible wealth manager.

Requirements

• Level 4 diploma in Financial Advice (essential).
• Strong knowledge of Financial Services industry and extensive background in Financial Planning.
• Previous or current Financial Planner status.
• Excellent clear communicator, adaptable, professional, ethical, able to work under pressure and manage relationships.
• Disciplined delivery of advice and detailed KPIs.

Culture & Benefits

• 26 days holiday (182 hours).
• hirify.global Incentive Scheme for business performance.
• Non-contributory pension scheme, private medical insurance (single cover), life assurance (4x salary), income protection (75% salary after 26 weeks).
• Flexible benefits via salary deduction for UK employees.
• Values: Do the right thing, Always curious, Embrace challenge, Stronger together.
• Inclusion & diversity focus with equal opportunities.