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Financial Planner - All Clients Provided, Telford
Location: Telford, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
22.08.2025
Expiry Date:
06.10.2025
Job Description:
Financial Planner – All high worth clients provided!
Central London
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.
All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm offers exclusive cash management facilities that enable clients to maximize their portfolios safely and increase revenue within your client bank.
The role includes support and mentorship from a Director to assist with client handovers.
Responsibilities
* Managing an existing client bank of circa 80-100 clients
* Targeting new client acquisition through business development activities
* Rebuilding relationships with unengaged clients through financial planning advice
* Collaborating with investment managers to identify opportunities
* Referring clients to other services and specialisms
* Providing ongoing service, conducting annual reviews, and ensuring clients meet their objectives
* Ensuring all activities comply with internal procedures and regulations
* Delivering objectives promptly, prioritizing workload, and maintaining professionalism under pressure
* Communicating clearly and accurately, maintaining records, and utilizing technology effectively
* Providing excellent customer service in line with TCF principles
* Maintaining high productivity, seeking continuous improvement, and supporting team goals
* Delivering quality financial advice to ensure client satisfaction and retention
* Sharing knowledge with colleagues and participating in market knowledge updates
* Managing client relationships sustainably and profitably
Experience / Qualifications
* Must hold the CII Diploma in Regulated Financial Planning (DipPFS)
* Experience providing financial planning advice
* Experience in business development and growing a client book
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