Financial Planner
Core
Build trusted relationships with clients and deliver tailored financial planning and wealth management advice aligned with their objectives, retirement plans, and tax needs.
Role type
Financial Planner (IC)
Builds
Personalized financial strategies and wealth management solutions
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, wealth management, client relationship management, regulatory compliance, risk management, strategy adaptation, new business development
Preferred skills
Level 7 qualification, experience with fee-based clients, holistic financial strategy knowledge
Technologies
N/A
Responsibilities
Lead professional client meetings, conduct regular client reviews, manage the new business pipeline, collaborate with investment management and professional services teams, maintain client records and compliance
Seniority
Mid-level, hands-on IC