The Role
The Wealth Planner provides financial planning advice, focusing on retirement and estate planning, and collaborates with clients and investment managers to enhance services.
Summary Generated by Built In
Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning.
Key Responsibilities
Main tasks
- Responsible for the delivery of superior Wealth Planning advice to the Firm’s clients
- Deal professionally and capably with clients and exceed their expectations with the advice and service provided
- Collaborate with the Investment Managers to seize opportunities and grow the business. Be able to communicate and present effectively to clients and colleagues
- Effective delegation of workflow to the Wealth Planning administrator
- Case management using a financial planning Client Relationship Management system
- Get involved in initiatives to enhance what we do and our client proposition
- Maintain a thorough technical knowledge and awareness of latest developments in the Wealth Planning industry
- Think on your feet
Skills, Knowledge and Experience
- Ideally educated to Degree level (2:1 or above)
- At least two years' experience working as a financial planner in the Financial Services industry
- Proven track record in delivering regulated financial advice to High Net Worth clients
- Financial planning qualifications essential (Chartered Financial Planner or working towards)
- Possess advanced Chartered Institute of Insurance pension qualifications such as AF3 Pension Planning
- Holder of/Eligible for a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements
- GCSE Maths and English Language (grade C or above essential)
- Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software
- Client-centric
- Combination of commercial focus and sound technical knowledge
- Energetic, desire to get involved and contribute
- Confident communication and presentation skills including good written and verbal skills
- Professional and can-do attitude. Willing to embrace being part of a new team and encourage/mentor others
About
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning.Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Winchester and York.
Skills Required
- At least two years' experience working as a financial planner in the Financial Services industry
- Proven track record in delivering regulated financial advice to High Net Worth clients
- Financial planning qualifications (Chartered Financial Planner or working towards)
- Holder of/Eligible for Statement of Professional Standing (SPS)
- GCSE Maths and English Language (grade C or above)
- Trained in the Microsoft suite of products especially Excel
- Advanced Chartered Institute of Insurance pension qualifications such as AF3 Pension Planning
- Confident communication and presentation skills
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The Company
What We Do
JM Finn is a leading wealth management firm that provides personalized investment and portfolio management services. By simplifying complex financial challenges, the firm aims to protect and nurture wealth across generations. With a focus on building long-term relationships based on trust, JM Finn offers comprehensive support, including wealth planning, investment structuring, and pension advice, to a diverse range of private clients, charities, and professional intermediaries across the UK.
