Financial Planner
Core
Deliver tailored financial planning and wealth management advice to build trusted relationships with clients.
Role type
Financial Planner (IC)
Builds
Personalized financial strategies and client service
Domain
Wealth Management / Financial Planning
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, investment management collaboration
Responsibilities
Build and maintain strong client relationships, deliver tailored financial planning advice, conduct regular client reviews, manage the New Business Pipeline, collaborate with Investment Management and Professional Services, uphold professional and regulatory standards