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Financial Planner - All Clients Provided, Norwich
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Client:
Jenson Fisher
Location:
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.
An added benefit is you will receive support and mentorship from a Director to assist with client handover.
Responsibilities
* Manage an existing client bank of circa 80-100 clients.
* Target new client acquisition through Business Development activities; proactively meet potential clients.
* Re-engage with unengaged clients through financial planning advice.
* Collaborate with investment managers to identify opportunities.
* Refer clients and prospects to other services and specialisms.
* Service clients with ongoing reviews to ensure objectives are met.
* Maintain compliance with internal and regulatory standards.
* Deliver objectives promptly, prioritize workload, and remain professional under pressure.
* Communicate clearly and accurately; maintain records and utilize technology effectively.
* Provide excellent customer service, using feedback to improve.
* Maintain high productivity, contribute to team goals, and adapt to change positively.
* Share knowledge and support colleagues.
* Deliver quality financial advice, ensuring client satisfaction and retention.
* Participate in knowledge sharing among team members.
* Stay informed about the financial services market.
* Manage client relationships profitably and promptly address issues.
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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