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Wealth Planning Manager

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  • Ref: JH1706

Award-winning fee-based financial planning company. Our emphasis is on comprehensive financial planning, where we put the client’s goals at the heart of the process.

We deliver creative solutions across a range of disciplines - comprehensive and bespoke financial planning, investment portfolio management, tax and estate planning, and advice on giving and philanthropy.

We are therefore looking to recruit a Level 4 qualified Financial Planner (CF30) to manage these clients’ portfolios and deliver excellent service to them.

Wealth Planning Manager responsibilities include...

  • Develop an identifiable, profitable and sustainable service.
  • Work with the Operations Director to ensure the best technology solutions are used and evaluated.

Wealth Planning Manager requirements include...

Skills, Experience and Qualifications

  • Level 4 qualification in Financial Planning
  • Competent Adviser Status (CF30)
  • Thorough knowledge of investment portfolio management, pensions, protection, tax and estate planning etc.
  • Good report creation skills
  • Excellent interpersonal skills and able to communicate well on the telephone
  • Able to organise workflow efficiently
  • Knowledgeable and confident with technology
  • Commercial outlook
  • Ambitious and keen to develop


The Benefits

A competitive salary, depending on experience and qualifications

  • 23 days holiday
  • Group Life Assurance scheme (4 times salary)
  • Private Medical Insurance and Health Cash Plan for employees, their spouses/partners and any dependent children
  • Permanent Health Insurance scheme
  • Company Pension Scheme
  • Free on-site parking
  • Comfortable modern offices

Consultant contact