Financial Planner - Global Wealth Manager

Stephen Bell Associates
London, UK
Closing date
20 Oct 2020

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Our client is a successful global wealth manager with a strong brand and proposition. They have created a new role for an experienced Financial Planner to join their London based team. This is part of their continued build-out of their UK business. Key responsibilties include: analyse clients' financial goals and risk tolerance, provide regulated financial advice and planning to UK based clients, prepare sound financial plans to help clients meet their goals, develop asset allocation strategies, review client portfolios and revise financial plans subject to changing needs and build strong relationships with clients to help drive client retention. Please note that this role does not have business development responsibilties. The successful candidate will be self-motivated, at least level 4 qualified and ideally working towards further qualifications to include the FPC, possess proven financial planning experience, strong attention to detail, excellent knowledge of regulations and products, a keen interest in financial markets, strong communication, organisational and interpersonal skills and the ability to prioritise effectively.
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