Wealth Planner, Wealth Management, City - 22833

£70,000 - £100,000 + bonus + benefits

Are you an experienced Financial Planner with a passion for delivering exceptional advice and helping clients secure their financial futures?

Do you thrive in a collaborative environment and have a strong track record of working with HNW clients?

You'll play a pivotal role in providing expert financial planning advice, with a focus on retirement and estate planning.

You’ll be working closely with the Head of Wealth Planning and Investment Managers to deliver top-tier services to clients while contributing to the growth of the business.

Key Responsibilities:

Provide high-quality financial planning advice, primarily in retirement and estate planning
Build strong client relationships, exceeding expectations for service and advice
Work with Investment Managers to identify business growth opportunities
Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system
Stay up-to-date with industry developments and contribute to the Firm’s client proposition
Work within regulatory and compliance frameworks
Contribute to the Firm’s growth strategy and participate in key projects

Requirements:

Degree-level education (2:1 or above)
Chartered Financial Planner status or working towards, with AF3 Pension Planning qualifications
At least 2+ years of experience delivering regulated financial advice to HNW clients
Proficiency in Microsoft Office (especially Excel) and financial planning CRM systems
Client-focussed, with strong communication and presentation skills
Energetic and eager to contribute to the team
A combination of commercial focus and technical expertise
Confident communicator with a proactive, professional attitude
Commitment to ongoing learning and professional development

This role is based in London, though our client also requires Wealth Planners for their regional offices in Cheltenham and York, so please get in touch if you are interested in any of these opportunities.

Aldrich & Co

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Wealth Planner, Wealth Management, City - 22833