Financial Planner
Core
A client and growth focused Financial Planner role responsible for maintaining existing client relationships and winning new high-net-worth business through professional networks and referrals.
Role type
Financial Planner (Adviser)
Builds
Long-term client relationships and a pipeline of new business opportunities
Domain
Wealth Management / Financial Advice
Deliverable
client delivery
Required skills
Business development, client care, technical financial planning knowledge, regulatory compliance, risk assessment, network building
Preferred skills
Advanced Financial Planning qualifications, Investment Advice Certificate, experience with discretionary investment management
Technologies
Investment platforms, multi-asset investment solutions
Responsibilities
Maintain and grow an existing client base, win new clients through professional networks and referrals, build and maintain a high-quality pipeline, own growth plan and targets, ensure compliance with FCA requirements, advance the company's external brand