Wealth Planner (Account Manager) - Discretionary Wealth Manager

The business has their own Investment Management, Research and Operations teams which provide personalised strategies with a high level of attention to detail and service quality.

The Account Managers (Wealth Planners) provide advice to guide clients, working seamlessly with Investment Managers to deliver transparent financial management covering all aspects of clients' needs and objectives.

The job holder will:

• Work closely with clients to understand the clients' circumstances, needs, objectives and attitude to risk and will provides expert technical advice on investment, pension and insurance issues for both new and existing clients including the tax implications of available financial options.
• Develop the strategy/solutions with the client and implements the agreed financial plans including the preparation of appropriate suitability reports.
• Provide an on-going service to existing Partnership clients including periodic reviews and responses to client enquiries on their personal financial affairs when required.
• Liaise with the client's professional advisers on legal, taxation, accounting and other relevant matters if required.
• Work with other third parties to give effect to the establishment of pension schemes, investment arrangements or other vehicles as agreed with the client.

They are seeking strong experience in wealth planning which will be accompanied by relevant professional qualifications as required for role and regulatory conditions, knowledge of regulatory requirements and environment to perform the role and the appropriate knowledge of pension, investment and insurance products and their application in order to advise clients.