Jobs
>
London

    Financial Wealth Planner - London, United Kingdom - MW Recruitment Limited

    MW Recruitment Limited
    MW Recruitment Limited London, United Kingdom

    2 weeks ago

    Default job background
    Description

    Job Description

    A leading banking institution wish to recruit a Wealth Planner to act as a trusted adviser to customers to achieve their financial goals by providing wealth planning and investment advice. The primary role of the Wealth Planner is to understand the needs and long term goals of new and existing customers

    Main Duties

    To achieve personal objectives and assist in achieving team targets for attracting new customers and investable assets.

    Deliver high quality bespoke wealth planning and investment advice, maximising value for new and existing customers, ensuring customers investments are structured correctly to achieve established medium- and long-term goals.

    Understand the of the risks associated with investment products

    Work closely with Wealth acquisition team to transform prospects to invested customers.

    Fully utilise and engage the Wealth Planner toolset, systems and platforms, and challenge current standards to continuously improve quality.

    Engage with digital technologies, products and solutions that are relevant to the Wealth proposition and can use them to enhance the service provided to clients.

    Be able and willing to discuss markets, their issues and opportunities with prospective and existing customers.

    Experience Required

    A financial planning qualification with a minimum of level 4

    Appropriate technical/product knowledge of pensions and Investment Advice in the UK and a good understanding of the current UK taxation system.

    Satisfy the FCA criteria for an approved person both initially and ongoing.

    Have experience of controlling and monitoring risk within a client book

    #J-18808-Ljbffr
  • Barclays

    Wealth Planner

    2 weeks ago

    Barclays London, United Kingdom

    **Wealth Planner** · **London** · This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet int ...

  • Succession Wealth

    Wealth Planner

    2 weeks ago

    Succession Wealth London, United Kingdom

    **Wealth Planner - London** · **Home based with links to our London office** · **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** · Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unriv ...

  • Reed Insurance

    Wealth Planner

    1 week ago

    Reed Insurance London, United Kingdom

    Reed is working in partnership with an esteemed wealth institution based in the west end of London. They proactively look after HNW clients and their wealth. · Provide financial planning services to new and existing clients and to take an active role in business development activ ...

  • MB Fitzgerald

    Wealth Planner

    3 weeks ago

    MB Fitzgerald London, United Kingdom

    Our client is an award-winning boutique wealth management business specialising in the development and implementation of financial planning, investment management and tax-efficient strategies for private clients, charities and trustees. It has assets under management in the range ...

  • Schroders

    Wealth Planner

    1 week ago

    Schroders London, United Kingdom

    About Schroders · We're a global investment manager. We help institutions, intermediaries, and individuals worldwide invest money to meet their goals, fulfil their ambitions, and prepare for the future. · We have around 5,000 people on six continents. And we've been around for ov ...

  • BWD Search & Selection Ltd

    Wealth Planner

    2 days ago

    BWD Search & Selection Ltd London, United Kingdom

    One of the most prestigious and highly respected names in the wealth management industry are seeking two Wealth Planners to their London team. · Managing existing client relationships, and working closely with colleagues in Portfolio Management, the role will involve providing co ...

  • Barclays

    Wealth Planner

    1 day ago

    Barclays London, United Kingdom

    **Wealth Planner - Assistant Vice President** · **London** · **IAR** · This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or t ...

  • Barclays

    Wealth Planner

    6 days ago

    Barclays London, United Kingdom

    **Wealth Planner** · **London** · This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet int ...

  • Idex

    Wealth Planner

    3 weeks ago

    Idex London, United Kingdom

    This is a truly EXCEPTIONAL opportunity for a Chartered Financial Planner to join this prestigious, award-winning, boutique Chartered Financial Planning practice. · Offering technology led, full-service advice this company truly encapsulates 'next generation' financial planning u ...

  • MASECO Private Wealth

    Wealth Planner

    3 weeks ago

    MASECO Private Wealth London, United Kingdom

    The ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure while remaining calm and flexible, proactive, resourceful and efficient with a high level of professionalism and confidentiality is crucial to this role. Strong written and ve ...

  • Cameron James

    Wealth Planner

    1 week ago

    Cameron James London, United Kingdom

    You will be expected to have some clients to bring across as well as grow your clients through networking, Prospecting, introducers and referrals. There will also be leads provided by the company. · You will have back office support to include, Paraplanning, Marketing and Complia ...

  • mbf.

    Associate Wealth Planner

    2 weeks ago

    mbf. London, United Kingdom

    A high end, boutique advisory practice currently requires a Associate Wealth Planner/Paraplanner to join their team. Based in their prestigious West offices (required to be in office only two days per week), you will be working on a 1-2-1 basis with oneof the Managing Partners pr ...

  • Société Générale

    Senior Wealth Planner-

    1 week ago

    Société Générale London, United Kingdom

    **Responsibilities**: · **Description of the Business Line or Department** · Kleinwort Hambros Wealth Planning offers a comprehensive wealth planning service that complements our investment management expertise, allowing us to provide an integrated and coordinated approach to man ...

  • mbf.

    Senior Wealth Planner

    2 weeks ago

    mbf. London, United Kingdom

    Our client is a leading Financial Services organisation, specialising in providing complex Financial Planning and Investment Management service to HNW and UHNW private clients, Charities and Families. · This is an excellent opportunity to work for a leading brand name offering a ...

  • BWD Search & Selection

    Wealth Planner/wealth Planning Director Uhnw

    1 week ago

    BWD Search & Selection London, United Kingdom

    We are currently engaged by one of the most prestigious and highly respected names in the wealth management industry who are seeking two Wealth Planners, and a Wealth Planning Director, for their London team. · Working closely with colleagues in Portfolio Management, the role wil ...

  • Succession Wealth

    Wealth Planner

    2 weeks ago

    Succession Wealth Amersham, United Kingdom

    **Wealth Planner - Amersham** · **Home based with links to our Amersham office** · **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** · Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an u ...

  • mbf

    Wealth Planner

    5 days ago

    mbf london, United Kingdom

    About the Company: · A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and mea ...

  • mbf.

    Wealth Planner

    1 week ago

    mbf. London, United Kingdom Full time

    The Wealth Planning arm of a prestigious Investment Managers are seeking to recruit a Chartered Financial Planner to be based out of their their London headquarters. The role will involve working closely with an experienced team of Investment Managers leveraging wealth planning o ...

  • mbf

    Wealth Planner

    1 week ago

    mbf London, United Kingdom

    Job DescriptionAbout the Company: · A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, eff ...

  • mbf

    Wealth Planner

    1 week ago

    mbf London, United Kingdom

    About the Company:nA rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meani ...