Financial Planner
Core
Deliver tailored financial planning and wealth management advice to build trusted relationships with clients, ensuring recommendations are suitable, compliant, and aligned with their financial objectives.
Role type
Financial Planner (Wealth Management)
Builds
Personalized financial strategies and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, client relationship management, regulatory compliance, risk management, tax efficiency analysis, retirement planning, inheritance planning
Preferred skills
Level 7 qualification, new business development, mentoring junior staff
Technologies
Financial planning software, CRM systems
Responsibilities
Conduct regular client reviews and adapt strategies, manage the new business pipeline, collaborate with investment and professional services teams, maintain accurate client records and documentation, uphold professional standards and resolve client issues.
Seniority
Mid-Senior, hands-on IC