Our Client has ongoing requirements for additional experienced Financial Advisers (Wealth Planner) within the North East/Yorkshire area, to manage existing client relationships and develop additional business.

This is a key client-facing role, having responsibility for client wealth planning, client relationships and for supporting the client in engagement with our investment managers. The role acquires new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers including solicitors and other professional connections.

Responsibilities:

To maintain the highest standards of client care, professional conduct and regulatory compliance

Ensure that all aspects of financial planning and investment management are offered to clients including:-
– Retirement planning including cash flow modelling
–        Succession planning including consideration of IHT
–        Pension management including Defined Benefit transfers
–        For corporate clients, Employee Benefit solutions
–        Protection
–        Recommended appropriate investment solutions

To acquire new clients and grow revenues

Support team working across the business

Personal development, maintain and record CPD