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Financial Planner - All Clients Provided, High Wycombe
Client: Jenson Fisher
Location: High Wycombe, United Kingdom
Job Category: Other
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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 has some incredible propositions and exclusive cash management facilities that enable its clients to safely maximize their portfolio value and increase revenue within your client bank.
The added benefit to this role is support and mentorship from a Director, to assist in the handover of the clients to you.
Responsibilities
* Managing an existing client bank of circa 80-100 clients
* Targeting the acquisition of new clients for the Firm through Business Development activities; proactively representing the business and taking the initiative to meet new potential clients;
* Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
* Working with investment managers to identify opportunities for existing clients;
* Actively referring clients and prospects to other services and specialisms offered;
* Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
* Carrying out all activities in a compliant manner in line with internal procedures and regulatory requirements;
* Delivering on agreed objectives promptly; prioritizing workload; remaining professional under pressure;
* Communicating confidently, clearly, and accurately with all communication. Maintaining accurate records and making effective use of new technology;
* Providing excellent customer service, using a positive attitude to find solutions in line with TCF principles, and using customer feedback to improve service;
* Maintaining high productivity and striving for continual improvements. Understanding individual contribution in relation to corporate objectives. Presenting a positive image and approach to change;
* Sharing knowledge, skills, and experience with colleagues; understanding team goals; being cooperative and supportive of others;
* Focusing on client needs and delivering quality advice, ensuring satisfaction and retention;
* Participating actively in knowledge sharing among Wealth/Financial Planners and Investment Managers;
* Maintaining a full understanding of the financial services market;
* Managing each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately.
Experience / Qualifications
* Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
* Previous experience providing financial planning advice to clients
* Experience in business development and growing a client book
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