Wealth Planner, Wealth Management, York

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)
• Working towards Chartered Financial Planner status, 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