Senior Wealth Planner

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