Wealth Manager

James Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed.

Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business continues to evolve

Working closely with the brokerage, their Associates and the in-house tax team you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.

Hybrid working.

The areas of advice will include:

- Work alongside other Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.

- Undertake technical research, compile financial planning recommendations.

- Peer review advice reports for suitability and accuracy

- Undertake a limited number of defined benefit pension transfer reviews.

- Attend meetings with Financial Planners, developing relationships with clients.

- Analyse client data and prepare cash flow analyses.

- Liaise with product providers and other third parties.

- Mentor, nurture and develop trainees.

- Ensure all regulatory and compliance standards are met

Experience:

Proven experience dealing with the financial planning advisory needs of high net worth private clients.

This is a certified role. Ideally, you will have been certified in a previous role and held the relevant experience and qualifications to meet those requirements.

Good knowledge and experience of all areas of financial planning - cashflow modelling, taxation, investment portfolio management, pensions, protection, estate planning etc.

Academic:

- Minimum Level 4 qualified - Diploma in Financial Planning/ Regulated Financial Planning.

- Preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications (support with this will be provided).

- Pension Transfer Specialist. (AF7 or AF3)

Salary £50k - £65k plus bonus plus excellent benefits (inc market leading pension).

Please forward your CV for further details.