We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.
Position Overview:
They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team. In this role, you will have the opportunity to manage an existing book of 100 HNW, long-established private clients, providing them with comprehensive financial planning and management services. This is an exciting opportunity for a skilled professional to play a pivotal role in delivering high-quality financial solutions and building lasting client relationships.
Key Responsibilities:
1. Manage and service an existing portfolio of 100 HNW, long-established private clients, delivering personalized wealth planning and management services.
2. Conduct thorough client reviews and meetings, offering expert advice on investment portfolios, retirement planning, estate planning, and other wealth management areas.
3. Develop and maintain strong client relationships, acting as a trusted advisor and delivering exceptional service.
4. Collaborate with internal teams to ensure the seamless delivery ...