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Financial Planner - All Clients Provided, Stoke-on-Trent
Client:
Jenson Fisher
Location:
Stoke-on-Trent, 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 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 is you will have support and mentorship from a Director to assist in the handover of clients to you.
Responsibilities
* Managing an existing client bank of circa 80-100 clients
* Targeting the acquisition of new clients through Business Development activities; representing the business and meeting potential clients
* Rebuilding relationships with unengaged clients through financial planning advice
* Working with investment managers to identify opportunities for existing clients
* Referring clients and prospects to other services and specialisms
* Providing ongoing service, conducting annual reviews, and ensuring clients meet their objectives
* Ensuring all activities are compliant with internal procedures and regulatory requirements
* Delivering objectives promptly, prioritizing workload, and remaining professional under pressure
* Communicating clearly and accurately, maintaining records, and utilizing technology effectively
* Providing excellent customer service, finding solutions, and using customer feedback for improvement
* Maintaining high productivity, striving for continual improvement, and supporting team goals
* Delivering quality financial advice in an understandable manner to ensure client satisfaction and retention
* Sharing knowledge with colleagues and understanding team objectives
* Maintaining a full understanding of the financial services market
* Managing each client relationship sustainably and profitably, addressing issues promptly
Experience / Qualifications
* Must hold the CII Diploma in Regulated Financial Planning (DipPFS)
* Experience in providing financial planning advice to clients
* Experience in business development and growing a client book
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