Chartered Financial Planner
5 days ago
York
Chartered Wealth Planner | York £85,000 basic salary DOE + annual bonus Hybrid working Newly created role A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York. This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team. This newly created role offers a unique opportunity to make a significant contribution to a well-established office. About the Role • As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients., • Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients., • Pension experience is essential., • Excellent client-facing skills, technical proficiency, and a proactive approach are crucial., • The successful candidate will be a team player, comfortable working with both local and other office-based colleagues. Key Responsibilities • Provide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protection, • Collaborate with Investment Managers to identify client needs and develop solutions, • Assist with client prospecting and retention activities, • Contribute to the growth and development of the office Qualifications and Experience • Chartered status preferred. Individuals working towards can be considered, • Proven experience providing financial planning advice, specialising in pensions, • Excellent client-facing skills, • Strong technical knowledge and analytical skills, • Proactive and self-motivated, able to work independently and as part of a team, • Existing professional networks in the region would be beneficial. If you have achieved Chartered status, or actively working towards, and seeking a new role that doesn’t center on business development or require an existing client following, this could be an ideal opportunity.