About the Employer: Our client is a respected wealth management firm offering tailored financial planning and investment strategies.
They specialise in working with high-net-worth individuals and families, providing services such as retirement planning, estate planning, and investment management.
Their client-focused approach ensures personalised solutions that align with each client's unique goals and values Brief Description of role and Responsibilities: Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives.
As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.
Specific duties and responsibilities: To adopt our client's 6-step Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families, and family businesses.
To conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims based on their changing needs and circumstances.
Analyse information and present Financial Plans best suited to individual clients' requirements.
Assess clients' attitude to risk and capacity for loss using our client's risk assessment tool of choice.
Design financial strategies.
Assist clients in making informed decisions and educate them on our client's Financial Planning and Investment Philosophy.
Liaise with financial services providers to keep up to date on solutions in the market.
Review cashflow forecasts and recommendation reports prepared by the Professional Support team.
Develop new client opportunities via referrals, professional connections, and networking in line with the growth strategy adopted by the business.
Meet the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided, and costs of the advised products.
Maintain professional qualifications, e.g., ongoing assessments and structured Continuous Professional Development.
Deliver all of the above with integrity, honesty, and professionalism.
Qualifications and experience required Level 4 Diploma 5 years' experience within a client service environment 5 years' experience in delivering client advice Good communication and computer literacy skills are required Good presentation skills