Wealth Planner

Reporting directly into a Partner, you will maintain and develop existing relationships with profitable clients, providing ongoing financial planning service and advice.Key Deliverables: Manage a number of existing clients to provide high quality financial planning.Meet any agreed fees targets and KPI''s.Deliver financial planning and service to clients to a professional standard.Delegate as appropriate and communicate clearly with the team.Undertake client review process with agreed frequency of contact.Support and assist in implementing marketing initiatives with Partners.Undertake appropriate professional development and training.Operate within the compliance and professional standards of the business The Right candidate:Experience in private client wealth planning.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.Commercial mindset.Motivated, ambitious and hard-working.Comprehensive understanding of key areas of financial planning and generic solutions.Accuracy, numeracy, attention to detail.Ability to meet deadlines / work within restricted timescales.Flexible and reliable team member.Ability to work on own initiative to achieve required results.Collaborative and inclusive approach to work.Intermediate knowledge of CRMs, Cashflow planning software, investment research software and MS ..... full job details .....