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Financial Planner - All Clients Provided, Wakefield
Client:
Jenson Fisher
Location:
Wakefield, United Kingdom
Job Category:
Other
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 offers exclusive cash management facilities that enable clients to maximize their portfolio value 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; proactively representing the firm and meeting potential clients
* Rebuilding relationships with unengaged clients through financial planning advice
* Collaborating with investment managers to identify opportunities for clients
* Referring clients and prospects to other services and specialisms
* Providing ongoing service, conducting annual reviews, and ensuring clients meet their objectives
* Performing all activities in compliance with internal procedures and regulatory requirements
* Delivering objectives promptly, prioritizing workload, and maintaining professionalism under pressure
* Communicating effectively, maintaining accurate records, and utilizing technology
* Providing excellent customer service, using feedback to improve
* Maintaining high productivity, striving for continual improvement, and supporting team goals
* Delivering clear, understandable financial advice to ensure client satisfaction and retention
* Sharing knowledge with colleagues and understanding team objectives
* Keeping updated with market knowledge and managing client relationships profitably
Experience / Qualifications
* Must hold the CII Diploma in Regulated Financial Planning (DipPFS)
* Experience in providing financial planning advice
* Experience in business development and client growth
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