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Financial Planner - All Clients Provided, working
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Client:
Jenson Fisher
Location:
Woking, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
22.08.2025
Expiry Date:
06.10.2025
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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 propositions and 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 in client handover.
Responsibilities
* Managing an existing client bank of circa 80-100 clients
* Targeting new client acquisition through Business Development activities; proactively representing the business and meeting potential clients;
* Rebuilding relationships with unengaged clients through financial planning advice;
* Working with investment managers to identify opportunities for clients;
* Referring clients and prospects 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 regulatory requirements;
* Delivering objectives promptly, prioritizing workload, and remaining professional under pressure;
* Communicating clearly and accurately, maintaining records, and utilizing technology effectively;
* Providing excellent customer service, finding solutions, and using feedback for improvement;
* Maintaining high productivity, striving for continual improvement, and supporting team goals;
* Delivering quality financial advice in an understandable manner to ensure client satisfaction and retention;
* Sharing knowledge with colleagues and understanding team objectives;
* Maintaining market knowledge and managing client relationships profitably and promptly.
Experience / Qualifications
* Must hold the CII Diploma in Regulated Financial Planning (DipPFS)
* Experience in providing financial planning advice
* Experience in business development and growing a client book
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