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We are looking for a Financial Planning Manager and a Senior Manager to join our Financial Planning team, working with high net-worth clients who have assets all over the world.
A great opportunity has arisen for someone who would like to advance their career within Financial Planning. We are looking for a Manager and a Senior Manager depending on experience. For both roles, the focus will be working with and advising private clients.
You will manage and enhance your portfolio of clients, working to identify their needs and providing them with the best financial planning advice. You will also have the scope to identify and develop new opportunities to provide financial planning services to clients of other Buzzacott teams as well as your own external clients.
This roles are based within our Financial Planning team, made up of 15 people, including 3 Partners. They work closely with, and give financial planning advice to both private clients and organisations who have assets all over the world. This trusted team aim to seek the best solutions for their high net-worth clients' wealth accumulation and wealth preservation throughout key stages of their lives.
Key aspects of the role include:
Managing and building up a portfolio of clients, delegating responsibility to junior staff as well as consulting the Head of Financial Planning and Partners.
Sourcing clients to discuss their financial needs and priorities. This includes all forms of prospecting, including regular obtaining of referrals.
Gathering sufficient information on client requirements to be able to analyse and recommend solutions in a clear style, emphasising the benefits
Maintaining regular contact with clients to ensure their needs are met and reviewed on a regular basis
Proactively developing new client relationships from existing clients, Buzzacott teams, business contacts and other appropriate sources
Keeping up to date with technical developments in financial planning
To have or be prepared to undertake certification under SM&CR as defined by the Financial Conduct Authority (FCA) and to achieve or maintain this status or equivalent as required in future in order to be able to provide independent financial advice
Assisting with the development of less experienced staff and carrying out performance reviews and other management related activities as and when required by the Head of BFP and Partners
You are the right person for the opportunity if you have:
Relevant degree or equivalent
Diploma in Financial Planning or other equivalent Level 4 Financial Planning qualification - at least part-completion (i.e. minimum of 2 Advanced Diploma exams)
Strong track record of dealing with high-net-worth individuals
The ability to contribute to client meetings, a broad knowledge of industry and products and keep abreast of legislative changes
Knowledge of IFA back-office systems as well as fund rating/research systems, including Financial Express, Morningstar, MS Office Suite and Exweb
Ability to recognise cross-selling opportunities and are happy to deliver tenders and/or new work presentations.
Excellent oral and written communication skills
This is a fantastic opportunity for someone who is looking to develop their career within Financial Planning, is enthusiastic, determined, approachable and committed to expanding their knowledge, experience and client base.
For more information about the Financial Planning team, please click here.
To find out more about life at Buzzacott, please click here
To hear from team members across the firm on their experience of life at Buzzacott, please click here.
We have a firmly embedded approach to flexi-time and support flexible working opportunities to help you manage your work-life balance.
If you are interested in this role, we encourage you to apply directly via the “Apply” button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to a member of our HR Team about the vacancy before applying, contact us at email@example.com
Please note: Our HR Team review and respond to all applications.