Senior Wealth Planner - £Exc

This highly successful boutique wealth advisory company has an excellent opportunity for a Senior Wealth Planner to join their friendly, established team. The role offers a unique opportunity of taking over and maintaining a book of existing clients. Primary responsibility will include maintaining, building, and developing both existing and new client relationships, providing the highest quality bespoke wealth management to clients.

Roles & Responsibilities

Minimum of 5 years’ experience in financial planning.
Take over and maintain the existing book of clients.
Utilise existing clients, contacts and professional introducers to further develop the client base and increase revenue.
Acquire new clients, maintain and develop existing relationships with profitable clients and key introducers.
Deliver financial planning and service to clients to a professional standard.
Support and assist in implementing marketing initiatives with Partners and Marketing Manager.
Interpersonal skills to develop and maintain client trust and inspire confidence.
Articulate – able to communicate effectively and professionally in verbal and written form.
Solutions orientated and imaginative in creating these solutions.
Motivated, ambitious and hard-working.
A comprehensive understanding of key areas of financial planning and generic solutions.

Experience & Qualifications

Minimum professional qualification – Chartered Financial Planner Qualification / equivalent or working towards this.
Excellent numeracy, strong attention to detail and accuracy.
Outstanding interpersonal and communication skills, both verbal and written.
Proven ability to work on own initiative and take ownership of tasks.
Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
Ability to work on own initiative to achieve required results.
Collaborative and inclusive approach to work.

To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to karen@meredithbrown.com

Ref: KC715339.

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.