Home
Yeovil
Financial planner
Chartered Financial Advisor

Chartered Financial Advisor

Fram Search

Posted 2 days ago, valid for 13 days

Yeovil, Somerset BA21 5EG

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The role is for a Chartered Financial Planner at a high-end wealth management firm in Somerset, focusing on HNW and UHNW clients.
Candidates should ideally have experience in a HNW/UHNW environment and be qualified to Chartered level.
The position offers a competitive salary and includes responsibilities such as developing financial plans and conducting portfolio reviews.
The firm supports business development initiatives and provides full admin and paraplanning support to its planners.
This role presents an exciting opportunity for career growth, with the potential to advance to a Director level appointment.

Competitive Salary
HNW and UHNW client base
Ideally qualified to Chartered level

We are working with a high-end wealth management firm based in Somerset, who deal with HNW/UHNW families across the southwest and London. They are keen to appoint a Chartered Financial Planner, with the potential to move into a Director level appointment in the near future. The role is to take over a well-established book of clients from a retiring partner as well as continuing to develop new relationships. The firm generates a high number of leads, but the team have a growth mindset and therefore there is an expectation for planers to attend networking events and build professional network to self- generate commercially viable clients. They offer full admin and paraplanning support. Responsibilities :

Develop comprehensive financial plans for clients, considering their short-term and long-term goals, investment strategies, and risk tolerance.
Conduct regular portfolio reviews to identify opportunities for growth, diversification, and risk management.
Actively communicate with clients to provide updates on their financial portfolios, address any concerns, and offer proactive recommendations.
Support the Financial Planner Director and Financial Planner Partner in business development initiatives, including client referrals, networking activities, and participation in marketing efforts.
Identify opportunities for growth within existing client relationships and contribute to the acquisition of new clients through proactive outreach and relationship building.
Stay informed about industry trends, regulatory changes, and market developments to identify potential business opportunities and enhance client service offerings.

We are keen to speak to experienced financial planners, who are ideally qualified to Chartered level. You will have experience of working in a HNW/UHNW environment and you will possess outstanding communication skills. This is an exciting environment to build a career in

Apply now in a few quick clicks

Chartered Financial Advisor

Compliance Manager

Commercial Insurance Account Manager

Commercial Insurance Account Manager