Partner Financial Planning

Location: London, United Kingdom

Company

hirify.global provides wealth management, investment management, and personalised financial planning advice to clients in the UK.

What you will do

• Build, maintain, and develop trusted relationships with new and existing clients.
• Deliver tailored financial planning and wealth management advice aligned with client objectives and company policies.
• Lead client meetings and annual reviews, considering retirement planning, inheritance, tax efficiency, risk attitudes, and changing strategic needs.
• Plan and execute the annual business plan, maintain the new business pipeline, and generate instructions and referrals.
• Collaborate with Investment Management and Professional Services colleagues, while developing relationships with professional advisers.
• Maintain accurate client records, support complaint resolution, and contribute to business development initiatives, training, and knowledge sharing.

Requirements

• Experience developing and implementing business plans, with a proven record of successful business development.
• Experience advising new and existing clients on a fee basis.
• Strong knowledge of holistic financial planning strategies and solutions, with the ability to analyse client information and make suitable recommendations.
• Extensive experience working within a risk management framework in a private client business.
• Excellent written and verbal communication, prioritisation, client service, mentoring, and adviser development skills.
• Relevant Level 6 qualification or above, with an up-to-date Statement of Professional Standing; aspiration toward Level 7.

Culture & Benefits

• Full-time role based at the London office.
• Hybrid working model where applicable to the role.
• Private medical insurance, life assurance, and pension contributions.
• Generous holiday allowance with the option to purchase additional holiday.
• Shared parental leave and an inclusive workplace supported by employee resource groups and diversity initiatives.
• Reasonable adjustments are available throughout the application process.