Senior Financial Planner – HNW Client Management

A propos du poste

Join a prestigious and well-established British wealth management firm based in Exeter. As a Senior Financial Planner, you will take ownership of an existing portfolio of High Net Worth (HNW) clients across the South West, providing sophisticated and holistic financial strategies.

Missions principales

• Provide bespoke and holistic financial planning advice to a dedicated portfolio of HNW clients.
• Build and nurture long-term, trust-based relationships with private clients.
• Collaborate closely with investment managers and internal specialists to deliver comprehensive wealth management solutions.
• Ensure technical compliance across all advice, including pensions, investments, taxation, and estate planning.
• Maintain strict adherence to regulatory requirements, specifically focusing on Consumer Duty standards.

Profil recherché

• Proven experience in managing High Net Worth (HNW) client portfolios.
• Deep technical expertise in financial planning, including pensions and inheritance tax.
• Strong interpersonal skills with a focus on building long-term client trust.
• Demonstrated ability to work collaboratively within a multi-disciplinary professional team.
• Strict commitment to regulatory compliance and professional ethics.

Competences requises

• Holistic Financial Planning
• Wealth Management & Investment Strategy
• Taxation & Estate Planning
• Regulatory Compliance (Consumer Duty)
• Client Relationship Management (CRM)

Ce que nous offrons

• Competitive base salary up to £80,000 with quarterly bonuses (Total OTE approx. £100,000).
• Comprehensive benefits package: Pension, Life Assurance, Income Protection, and Private Medical Insurance.
• Flexible working environment: 1 to 2 days of remote work per week once settled.