Financial Planner

The Company: A prestigious, Mansfield based Financial Planning firm who are part of a larger professional services group are looking to attract an experienced (and ideally Chartered) Financial Planner to their team. This will be someone who has ambitions to step into a 'head of’ type role short-term. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank; with experience managing HNW, private clientele very much key to being successful in this role.

• Office Location: Mansfield
• Hybrid/Home Working: Yes - Flexible

Package: £65-75k base DOE & full company benefits

• Key Benefits: Pension, 2xDIS and a full flexible benefits package
• Holidays: 25 days holiday + stats

The Role: To provide high-quality financial planning and wealth management services to an existing portfolio of private wealth clients, while also generating new business through warm, in-house leads:

• Deliver independent financial advice across various areas focusing on high value investments and trust work
• Conduct comprehensive client meetings to understand their financial position, objectives, and risk appetite.
• Create and present tailored financial plans and recommendations based on individual client needs.
• Monitor and adjust client portfolios regularly to ensure they remain aligned with financial goals.
• Utilise cashflow modelling to build comprehensive financial plans, updating them in line with review schedules and life changes.
• Ensure all advice complies with current financial regulations and industry best practices.
• Maintain accurate records of client interactions, advice provided, and portfolio management activities.
• Foster and nurture long-term client relationships, offering continuous support and financial guidance.
• Conduct regular financial reviews with clients and make appropriate adjustments as needed.
• Confidently manage client reviews both remotely and in person.

The Person: You must be QCF level 4 Diploma qualified as a minimum, hold CAS and come with private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM. Are you wanting:

• An established client-base to inherit and service?
• Attractive earning potential and client-base growth opportunities?
• A focused team-lead type opportunity aimed at progressing towards Partner level?

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk