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Financial Planner, HNW clients, DipPFS, Investment Management, Warrington, Cheshire
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Client:
JJ SEARCH LIMITED
Location:
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 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, and working with senior directors to prepare cash flow plans and financial reviews. The role involves attending client meetings, staying updated on new investment products, preparing reports, and participating in review meetings.
The Candidate:
Must be experienced in Wealth/Financial Planning, with a DipPFS qualification. Working towards Chartered status is preferred.
Strong technical knowledge in pensions, protection, and investments is essential. Familiarity with Voyant or similar cash flow tools is required. Experience with complex HNW planning, including pension and IHT planning, is desirable. Attention to detail and meeting deadlines are important.
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