The Company
A well respected, highly ambitious, professional Financial Advice firm within the UK.
The Role
Regional Opportunities!
This is a fantastic opportunity for an experienced Financial Planner / Wealth Manager to take responsibility for the growth and on-going relationship of Court of Protection & Personal Injury (COP & PI) clients - building a referring network of PI solicitors and COP deputies.
The Financial Planner must have a strong network and working understanding of either COP or PI, working with vulnerable clients who may have faced Medical negligence or similar.
The Financial Planner will be able to confidently play the role in influencing strategic direction of the Financial Advice business as part of the Financial Planning Leadership team.
The Financial Planner will build a pipeline of opportunities through their network of Personal Injury Solicitors and Court of Protection deputy’s, competing in competitive tenders to win new business while taking lead on any new business cases.
The Financial Planner will show great leadership skills modelling positive behaviours and mindset and taking responsibility for the day-to-day management and delivery of financial planning and client services to COP and PI clients.
The Candidate
MUST HAVE experience within Financial Planning / Wealth Management – specifically within Court of Protection and/or Personal Injury client cases.
Ability to identify and develop business opportunities in the Personal Injury market
Ability to manage the needs of significant and demanding client referrers
Commercially astute with excellent communication and presentation skills.
Ability to engage at a human level with vulnerable clients.