Wealth Planner

Job description

Wealth Planner Department: Wealth Planning: Employment Type: Full Time: Location: Cheltenham: Reporting To: Head of Wealth Planning Description: Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning. The role will be supporting our Bristol and Cheltenham offices. Key Responsibilities: Main tasks: - Responsible for the delivery of superior Wealth Planning advice to the Firm’s clients - Deal professionally and capably with clients and exceed their expectations with the advice and service provided - Collaborate with the Investment Managers to seize opportunities and grow the business. Be able to communicate and present effectively to clients and colleagues - Effective delegation of workflow to the Wealth Planning administrator - Case management using a financial planning Client Relationship Management system - Get involved in initiatives to enhance what we do and our client proposition - Maintain a thorough technical knowledge and awareness of latest d...