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Financial Planner, HNW clients, DipPFS, Investment Management, Bolton, Greater Manchester
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Client:
JJ SEARCH LIMITED
Location:
Bolton, Greater Manchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
31.05.2025
Expiry Date:
15.07.2025
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Job Description:
The Company:
An established Wealth Management and Advisory firm in the Manchester area. Specialising in High Net Worth Private Client Financial Planning and Investment Management.
The Role:
The Financial Planner will deliver high-level support to the Senior Financial Planning Directors and help develop Wealth Strategies and technical Wealth Planning for the HNW clients to protect and manage their finances.
The Financial Planner will provide holistic financial planning advice discussing investments, pensions, protection, IHT Planning, EIS, VCT, and Life wrappers with HNW clients.
Responsibilities include preparing technical plans, fact-finding on existing plans, understanding client objectives, preparing cash flow plans, writing financial reviews, attending client meetings, and staying updated on new investment products.
The role also involves preparing analysis reports, scenario planning, suitability letters, and participating in review meetings and policy sign-offs.
The Candidate:
Must have experience in Wealth/Financial Planning, be DipPFS qualified, and working towards Chartered status.
Strong technical knowledge in pensions, protection, investments, and experience with cash flow modelling tools like Voyant.
Experience with complex planning for HNW clients, including pension planning, IHT, and large case life cover, is preferred.
Attention to detail and ability to meet deadlines are essential.
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