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Financial Planner - All Clients Provided, Basildon
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Client:
Jenson Fisher
Location:
Basildon, United Kingdom
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 while increasing revenue within your client bank.
The role includes 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
* Rebuild relationships with unengaged clients through financial planning advice
* Collaborate with investment managers to identify opportunities
* Refer clients and prospects to other services and specialisms
* Conduct ongoing client service, including annual reviews
* Ensure all activities comply with internal procedures and regulations
* Deliver objectives promptly, prioritize workload, and remain professional under pressure
* Communicate clearly and accurately, maintain records, and utilize technology effectively
* Provide excellent customer service, find solutions, and incorporate feedback
* Maintain high productivity, pursue continuous improvement, and support team goals
* Deliver understandable financial advice, ensuring client satisfaction and retention
* Share knowledge with colleagues and understand team objectives
* Maintain full understanding of the financial services market
* Manage client relationships sustainably and profitably, addressing issues promptly
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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