Our client is looking for a knowledgeable Wealth Planner to join their team in the Isle of Man. In this pivotal role, you will focus on providing holistic wealth planning advice, while fostering and maintaining excellent client relationships. You will play a key part in ensuring that both prospective and existing clients receive tailored advice on pensions and investments, with the aim of achieving positive client outcomes. This role also allows you to engage in local business development activities. You will work collaboratively with colleagues to support each other in achieving organizational goals. Your proactive service will help meet the ongoing financial needs of clients and ensure compliance with relevant advice standards and regulations. This is an extraordinary opportunity to grow your career in a supportive environment with a reputable firm in the wealth management industry.
Job Duties:
- Build and maintain strong relationships with clients while demonstrating professional conduct and integrity
- Provide holistic wealth advice focused on pensions, investments, and overall wealth planning
- Maintain ongoing proactive client servicing to accommodate their financial needs
- Ensure compliance with current advice standards, regulations, and internal procedures
- Carry out necessary administrative tasks related to client interactions
- Recommend suitable financial products and services tailored to client expectations
- Engender strong relationships with clients to inform them about the wealth management services available
- Contribute to local business development efforts and manage client mandates
- Participate actively in identifying and pursuing new business opportunities
- Conduct suitability reviews for clients, ensuring their needs are consistently met
- Collaborate with Client Administration and Client Services teams to ensure timely processing of client business
- Network with professionals within the industry to promote the firm's services
- Present technical subjects confidently at seminars and conferences
- Engage in company-wide projects aimed at enhancing service efficiency
- Conduct individual client consultations and maintain thorough documentation of meetings
- Keep informed of industry best practices and market trends
- Work collaboratively with colleagues to ensure consistent service delivery across teams
Job Requirements:
- Level 4 qualified with a relevant financial planning qualification
- A minimum of 3 years’ experience in a wealth planning role
- Strong understanding of financial planning products and practices
- Competence in providing wealth planning advice under T&C policies
- Proficient in Microsoft Office and CRM systems
- Familiarity with financial planning software, such as XPlan and Voyant
- Excellent verbal and written communication skills, with the ability to effectively engage with various audiences
- Strong relationship-building and networking capabilities
- A commitment to maintaining high ethical standards and compliance with regulations
- Self-motivated with a proactive and flexible approach to work
What You’ll Love:
Our client fosters an environment that prioritises client relationships and professional integrity. They offer a wealth of opportunities for personal and professional development, ensuring you have the resources necessary to excel in your role. Working within their team means contributing to a supportive culture that values collaboration and mutual respect. You will have the chance to make a real difference in clients' financial lives while developing your expertise in wealth planning. This role offers a unique opportunity to grow within an established firm renowned for its dedication to client excellence.
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