Looking for a Senior Wealth Planner with good tenure in looking after the full suite of Wealth Services. Required; - CFP charter holder or CISI 7 qualification - 3-7 year's experience within Wealth Management Industry - Proven experience managing a book of HNW/ UHNW clients.
Specific Duties And Responsibilities Include
- Delivering a comprehensive financial planning administration service to support the Pod while maintaining Pod client relationships
- Preparing and implementing recommendations and provide general administrative support within the scope of the role
- Preparing rebalance sheets for client portfolios
- Prepare client meeting plan summary plan documents and recommendations
- Obtain information to create cash flow plans in advance of meetings and follow-up for the return of documentation
- Assemble review documentation and review reports required for client meetings
- Run daily/weekly/monthly performance reports on IMS (Investment Management System) and ensure any anomalies are investigated and resolved
- Ad hoc reporting for clients, including CGT calculations
- Creating new client files/maintain existing client files, ensuring they are compliant
- Monitor client accounts for any investment guidelines violations, updates and changes
- Maintenance of CRM for Pod clients
- Liaising with platforms and service providers as needed
- Create and maintain effective working relationships with clients and colleagues
Skills And Specifications For The Role
- The requisite knowledge for the role being undertaken
- Strong numeracy skills, attention to detail and experience of dealing with multiple currencies
- Solid analytical and research skills and able to communicate technical knowledge clearly
- Proficiency with MS Office Suite and CRM systems
- Deploy assertiveness and use initiative
- Excellent interpersonal skills; able to converse well on all levels as well as exceptional written and verbal communication skills
- Team player with experience of working in a team environment, able to identify and help others when required Well organised
- Efficient time management skills to plan workload and prioritise accordingly
- Tactful, trustworthy, diplomatic and able to maintain confidentiality
- A deep rooted desire to continue to learn, develop and implement processes and procedures
- Hold values that are in line with our own and that will help strengthen our culture