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The Company: A prestigious, Mansfield based Financial Planning firm who are part of a larger professional services group are looking to attract an experienced Financial Planner to their team. This will be someone who has ambitions to step into a ‘head of’ type role short-term. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank; with experience managing HNW, private clientele very much key to being successful in this role.
- Office Location: Mansfield
- Hybrid/Home Working: Yes – Flexible
Package: £65-75k base DOE & full company benefits
- Key Benefits: Pension, 2xDIS and a full flexible benefits package
- Holidays: 25 days holiday stats
The Role: To provide high-quality financial planning and wealth management services to an existing portfolio of private wealth clients, while also generating new business through warm, in-house leads:
- Deliver independent financial advice across various areas focusing on high value investments and trust work
- Conduct comprehensive client meetings to understand their financial position, objectives, and risk appetite.
- Create and present tailored financial plans and recommendations based on individual client needs.
- Monitor and adjust client portfolios regularly to ensure they remain aligned with financial goals.
- Utilise cashflow modelling to build comprehensive financial plans, updating them in line with review schedules and life changes.
- Ensure all advice complies with current financial regulations and industry best practices.
- Maintain accurate records of client interactions, advice provided, and portfolio management activities.
- Foster and nurture long-term client relationships, offering continuous support and financial guidance.
- Conduct regular financial reviews with clients and make appropriate adjustments as needed.
- Confidently manage client reviews both remotely and in person.
The Person: You must be QCF level 4 Diploma qualified as a minimum, hold CAS and come with private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM. Are you wanting:
- An established client-base to inherit and service?
- Attractive earning potential and client-base growth opportunities?
- A focused team-lead type opportunity aimed at progressing towards Partner level?
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours
