Chartered Wealth Planner

Nelson Scott
United Kingdom
07 Oct 2017
08 Nov 2017
Contract Type
Full Time
Wealth Planner required to provide financial planning services to new and existing clients Key Accountabilities * Deliver technically excellent financial planning advice to clients using their Wealth Planning processes * Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients * Develop new client relationships * Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator * Work effectively with other members of the team (Paraplanner and Administrator) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team Skills * Client focus and concern for quality ensuring client satisfaction and retention * Actively participate in the sharing of knowledge to both Wealth Planners and Investment Managers * Maintain a full and proper understanding of the financial services market and continue to develop and update technical knowledge * Deal with issues promptly and appropriately * Manage each client relationship on a sustainable and profitable basis Qualifications/Experience Required * Educated to degree level or equivalent * Chartered Financial Planner * Minimum 5 years industry experience * Previous use of Intelliflo (or a similar system) and Voyant (or another cash flow modelling tool) is advantageous
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