Our client is an established Investment Management firm.

The Role

The Financial Planner will focus on managing HNW clients. Partly office based but also visiting clients in and around London.

The Financial Planner will be preparing technical wealth planning and regulated advice recommendations, consistent with best advice and internal policies and procedures.

The Financial Planner will nurture client relationships and will complete fact finding on existing plans and policies and will be understanding of client objectives.

The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents.

The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (new business, replacement business, transfers).

Wealth Planning Product areas include: Investments inc...