Financial Planner
Core
Delivering excellent financial advice and ongoing service to a portfolio of high-net-worth clients, driving client engagement, investment reviews, and new business growth.
Role type
Senior Financial Planner (High-Net-Worth)
Builds
Long-term client relationships and a pipeline of new business opportunities
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning expertise, client relationship management, business development, regulatory compliance knowledge, investment review capabilities
Preferred skills
Advanced financial planning qualifications, network for referrals, commercial acumen
Technologies
Investment platforms, CRM systems
Responsibilities
Maintain and grow an existing client base, deliver clear and compliant financial advice, deepen existing relationships to increase share of investable wealth, build and maintain a high-quality pipeline, generate new business through referrals and professional connections, own growth plans and targets, ensure compliance with FCA requirements and Consumer Duty