Join us to apply for the Financial Planning Specialist role at ACCA Careers.
Job Overview
Manage the investment needs of private banking customers, providing wealth management advice on wealth structuring, investments, estate planning, pension planning, and protection. Develop holistic wealth plans as a trusted advisor, and hone your relationship management skills in a supportive environment that invests in your development. This role offers a flexible working arrangement, with some work from home and at least three days a week in the office.
Key Responsibilities
1. Identify high-potential prospects and acquire new client relationships.
2. Deliver exceptional client service using your communication skills and expertise.
3. Build, manage, and improve the client relationship management process.
4. Provide wealth management product advice to private wealth and private banking clients.
5. Stay informed about financial markets and macroeconomic news.
6. Promote the company's brand and build business opportunities.
7. Act as a role model through exemplary client management and business development.
8. Ensure regulatory compliance and risk management for your portfolios.
Required Skills and Qualifications
* CISI Level 4 certificate or equivalent.
* Experience in detailed client profiling, risk analysis, and asset allocation.
* Active Statement of Professional Standing (SPS).
* Qualified and practicing financial planner, with a plan to attain Level 6 qualification within two years if not already qualified at that level.
Desired Skills
* Strong client relationship management skills.
* Knowledge of macro-economic environments and financial markets.
* Ability to represent the company effectively in the market.
* Excellent stakeholder management skills.
Additional Details
Hours: 35 hours/week
Closing Date for Applications: 05/05/2025
Work Arrangement: Hybrid
Seniority and Employment Type
* Entry level
* Full-time
Job Function and Industry
* Finance and Sales
* Accounting
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