Financial Wellbeing Planner

Would you like an enviable client bank for you to pick up and work with? These will be HNW clients in need of holistic advice and who love the advice of this company. You will be joining a national and very successful Financial Advice firm. The client approach feels personal, with face-to-face (and video) Wealth Management Advice. If you enjoy creating and nurturing deep and sustained client relationships, then this is the role for you. This is a Financial Planning company that truly has the clients at the centre of everything they do and are well respected and well known.

Employees are offered a wide range of inclusive benefits that provide them with a healthy balance in all aspects of their lives. They invest in their people, and this is a company in which you will thrive!

Are you someone who enjoys meeting people? Do you get a kick out of doing seminars and meetings? If you enjoy delivering presentations and also talking about Financial Education Services, then this role will be great for you. You will get to engage with HNW clients and support their life goals.

 Does this describe you? 

• Delivering workplace Financial Wellbeing seminars to potential clients with the aim of generating leads
• Developing a collaborative, productive relationship with the Business Development team, sharing best practice and developing client acquisition strategies
• Cultivating and maintaining ongoing relationships with clients by tracking their successes, and keeping them informed about any changes that may affect their finances
• Planning, implementing and executing the annual Business Plan in line with your agreed individual targets, acquiring new clients, growing initial revenues and cumulative AUM
• Ensuring all periodic client reviews are completed in line with client’s expectations and changing circumstances

 Your role:

To be considered for this fabulous Financial Planner role, you will need to be:

• Diploma, or equivalent Level 4 qualified, and having or working towards Chartered status
• Experienced in delivering seminars
• Someone who enjoys working with HNW clients providing holistic advice
• An excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
• A commercial thinker with strong new business acumen
• A highly motivated and well organised self-starter and a strong team player

This a very professional and successful company, where their people feel valued and respected. In your role, your clients’ needs come first and for this company your personal needs really matter too. This a really marvellous opportunity in a growing and already very successful company.