Chartered Financial Planner - Employed

Recruiter
Dartmouth Partners
Location
London (Greater)
Posted
21 Apr 2019
Closes
26 Apr 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Role & Responsibilities: As a Senior Wealth Planner, the successful candidate will work with Wealth Managers and their existing HNW / UHNW clients to provide a range of holistic financial planning services. The access to clients and support represents a unique opportunity for the individual, an established Wealth Planner to develop their career within a high-quality environment. Working closely with a designated group of Wealth Managers to provide full Wealth Planning services to a group of clients with an emphasis on regulated products Structuring client’s affairs in the most efficient way in order to achieve established medium- and long-term goals Developing and maintaining client relationships and providing financial advice within the UK regulatory framework Identifying, developing and securing new client relationships through referrals and leveraging the firms’ internal network Devising and implementing a client acquisition strategy in conjunction with the Team Manager Meeting the required commercial revenue targets As a Wealth Planner, your skills and qualifications will include: Specific Subject Matter Experience in the area of complex financial planning solutions for High Net Worth clients The ability to influence senior business stakeholders internally and High Net Worth centres of influence externally Appropriate technical/product knowledge of Life Assurance, Pensions and Investment Advisory in the UK and a solid understanding of the current UK taxation system Detailed knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment Understanding of the risks associated with investment products; in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended Strong investment, fiduciary and banking product knowledge (ideal but not essential) We regret that due to the high volume of applicants only shortlisted candidates can be contacted.

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