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Financial Planner - All Clients Provided, Watford, Hertfordshire
Client:
Jenson Fisher
Location:
Watford, Hertfordshire, 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 propositions and cash management facilities that enable clients to maximize their portfolios 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
* Rebuilding relationships with unengaged clients through financial planning advice
* Collaborating with investment managers to identify opportunities
* Referring clients and prospects to other services and specialisms
* Ongoing client service, including annual reviews
* Ensuring activities comply with internal procedures and regulations
* Delivering objectives promptly, prioritizing workload, maintaining professionalism
* Communicating clearly and accurately, maintaining records, utilizing technology
* Providing excellent customer service, using feedback for improvements
* Maintaining high productivity, embracing change, understanding team goals
* Sharing knowledge and supporting colleagues
* Delivering understandable financial advice to ensure client satisfaction
* Participating in knowledge sharing among team members
* Staying informed about the financial services market
* Managing client relationships sustainably and profitably
Experience / Qualifications
* Must hold the CII Diploma in Regulated Financial Planning (DipPFS)
* Experience in providing financial planning advice
* Experience in business development and growing a client book
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