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Financial Planner - All Clients Provided, Hemel Hempstead
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Client:
Jenson Fisher
Location:
Hemel Hempstead, 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!
Location: 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
* Rebuilding relationships with unengaged clients through financial planning advice
* Collaborating with investment managers to identify opportunities
* Referring clients and prospects to other services
* Providing ongoing service, conducting annual reviews, and ensuring clients meet 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
* Providing excellent customer service and seeking solutions aligned with TCF principles
* Maintaining high productivity, contributing to team goals, and embracing change
* Sharing knowledge with colleagues and supporting team efforts
* Delivering quality financial advice to ensure client satisfaction and retention
* Participating in knowledge sharing within the team
* Staying informed about the financial services market
* 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 client growth
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