An experienced, QCF level 4 CAS status wealth planner is required for a hugely anticipated new wealth management company

The role will involve:

• Establishing and maintaining client relationships to build up a long-term client book in a competent, compliant, and professional manner.

• Deliver the end-to-end sales process.

• Conduct fact find meetings with prospective customers.

• Prepare sound financial plans to ensure clients meet their financial goals.

• Customise financial plans according to clients’ changing needs.

• Deliver outstanding customer service and satisfaction.

• Client retention via annual reviews

• Generate new business and build introducer relationships through self-generated referrals.

• Deliver impeccable levels of personal and professional integrity, updating knowledge of regulations, practices and financial products.

• Manage your own diary.

Key Requirements:

• 3 years minimum history of providing independent financial advice across investments, pensions and protection

• Diploma level 4 qualified

• CAS and Current Statement of Professional Standing

​