Financial Planning Manager - New Clients | Job in Somerset

The organisation is seeking a highly skilled and motivated Financial Planning Manager to join our dynamic team in the South West region. This role is focused on managing the development of new client relationships and providing comprehensive financial planning services to meet their needs.

*Responsibilities: *

• Develop and maintain strong, long-lasting client relationships.
• Understand clients' financial situations, provide appropriate advice, and create personalized financial plans.
• Identify new potential clients, assess their financial needs, and present our services to prospective clients.
• Collaborate with other teams within the organisation to ensure seamless service delivery.
• Stay updated on market trends, industry regulations, and new financial products to provide informed advice.
• Prepare comprehensive financial plans, including investment strategies, retirement planning, risk management, tax planning, and estate conservation.
• Maintain detailed records of client interactions, follow-ups, and progress in the financial planning process.
• Ensure compliance with all regulatory requirements and company policies.

*Requirements: *

• Bachelor's degree in Finance, Economics, or related field. A professional certification such as CFP®, ChFC®, or CFA is highly desirable.
• Proven experience as a Financial Planner, Wealth Manager, or similar role.
• Knowledge of financial products and services.
• Strong analytical skills and ability to think strategically.
• Excellent communication and interpersonal skills.
• Ability to multitask, prioritize, and manage time effectively.
• Familiarity with MS Office Suite and CRM software.
• Valid insurance license in the South West region is a plus. The Financial Planning Manager - New Clients will be a key member of our team, contributing to our mission of helping clients achieve their financial goals. If you are a passionate professional looking for an opportunity to grow we would love to hear from you!

Required Skills

*Required Skills *

• *Financial Planning Expertise

• : Extensive experience in developing comprehensive financial plans for clients with a strong understanding of investment strategies, retirement planning, estate planning, tax planning, and risk management.

• *Client Relationship Management (CRM)

• : Proven ability to build and maintain long-lasting relationships with new clients, demonstrating exceptional communication and interpersonal skills. Experience with CRM software is essential.

• *Business Development

• : Strong track record in identifying and pursuing business development opportunities, including networking, lead generation, and proposal preparation.

• *Regulatory Compliance

• : Knowledge of relevant financial regulations and compliance requirements, ensuring adherence to industry standards and ethical practices within our team.

• *Analytical Skills

• : Exceptional analytical skills to evaluate complex financial data, make informed decisions, and communicate findings effectively to clients.

• *Team Collaboration

• : Ability to work collaboratively with various teams within the organisation, including wealth management, tax, legal, and operations, to deliver seamless service to clients.

• *Continuous Learning

• : Commitment to ongoing professional development, staying updated on financial trends, industry best practices, and regulatory changes.

• *Leadership

• : Experience in leading a team, providing mentorship, guidance, and fostering a positive work environment that encourages growth and productivity.

• *Strong Ethics

• : High ethical standards, integrity, and discretion in handling sensitive client information and financial matters.

• *Problem-Solving

• : Ability to tackle complex financial issues, devise creative solutions, and make sound judgments under pressure. As a Financial Planning Manager - New Clients, you will be expected to lead by example, demonstrate technical expertise, build strong relationships, drive business growth, and uphold the highest ethical standards in our organisation.

Candidate Expectations

Thank you for considering the opportunity to join our dynamic and forward-thinking team as a Financial Planning Manager - New Clients. We are seeking a highly motivated, strategic thinker with a strong background in financial planning and client acquisition to help us expand our client base and deliver exceptional service to new clients.

*Responsibilities: *

• Develop and implement effective strategies to attract and onboard new clients, ensuring a smooth and seamless experience.
• Collaborate with cross-functional teams to understand client needs and provide tailored financial planning solutions.
• Build and maintain relationships with key industry players, professionals, and influencers to generate leads and expand our network.
• Conduct comprehensive financial analyses to identify opportunities for growth and risk management.
• Prepare and present clear, concise, and compelling proposals to potential clients, demonstrating the value of our services.
• Ensure compliance with all relevant regulations and industry standards in client interactions and financial planning processes.
• Contribute to the continuous improvement of our financial planning offerings by staying abreast of industry trends and best practices.
• Mentor and support junior team members, fostering a culture of learning and collaboration within the organisation.

*Requirements: *

• Bachelor's degree in Finance, Economics, or related field; advanced degrees are desirable.
• Proven experience as a Financial Planner, Wealth Manager, or similar role, preferably within the South West region.
• Strong knowledge of financial planning tools, methodologies, and regulatory requirements.
• Excellent communication and interpersonal skills with the ability to build rapport and trust quickly.
• Demonstrated success in client acquisition and relationship management.
• Proficiency in Microsoft Office suite, financial modeling software, and CRM systems.
• A valid license to practice as a Financial Planner or Wealth Manager where applicable.
• Strong analytical and problem-solving skills with the ability to think critically and make informed decisions.
• Self-motivated and results-driven with a strong work ethic and the ability to work independently and collaboratively.
• Commitment to upholding the highest standards of integrity and professionalism in all interactions. We offer a competitive salary package, comprehensive benefits, and opportunities for career growth and advancement within our organisation. If you are passionate about financial planning and eager to make a meaningful impact on the lives of our clients we invite you to apply for this exciting opportunity. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We look forward to hearing from you!

Role Responsibilities

In this dynamic and client-focused role within our organization, the Financial Planning Manager - New Clients will be responsible for:

*Business Development

• : Identify, pursue, and establish relationships with new clients, expanding our organization's footprint in the South West region. This includes networking, cold calling, and leveraging existing contacts to generate leads.

• *Financial Planning

• : Provide comprehensive financial planning services to clients, ensuring that their long-term financial goals are met through tailored strategies, investments, and wealth management solutions.

• *Relationship Management

• : Build and maintain strong, long-lasting relationships with new clients by understanding their unique needs and providing personalized advice and guidance. Act as the primary point of contact for these clients, ensuring their satisfaction and ongoing business.

• *Strategic Planning and Implementation

• : Develop and implement strategic financial plans for each client, aligning them with their short-term and long-term objectives. Monitor progress, make adjustments as necessary, and communicate changes to the clients.

• *Regulatory Compliance

• : Ensure all financial planning activities comply with relevant regulatory requirements, maintaining a thorough understanding of any changes or updates in regulations that may impact our services.

• *Product Knowledge

• : Stay updated on various financial products and services offered by our organization to ensure accurate advice is provided to clients. This includes investments, insurance policies, retirement plans, and more.

• *Team Collaboration

• : Work closely with other teams within the organization, such as Investment Management, Tax Planning, and Legal Services, to deliver comprehensive financial planning solutions to clients.

• *Training and Development

• : Contribute to the professional development of junior team members by sharing knowledge, mentoring, and providing guidance.

• *Reporting

• : Prepare clear and concise reports on client progress, financial performance, and compliance issues for senior management, ensuring transparency and accountability within our organization.

• *Continuous Improvement

• : Constantly seek opportunities to improve processes, services, and client experiences, contributing to the overall growth and success of our organization in the South West region.

About the Company

About the Company Our organization is a leading financial services provider, dedicated to helping individuals and businesses in the South West region achieve their financial goals. With a strong commitment to excellence, integrity, and innovation we have built a reputation for delivering tailored financial solutions that empower our clients to thrive. As part of our continuous growth we are seeking a dynamic and experienced Financial Planning Manager - New Clients to join our team. In this role, you will play a crucial part in expanding our client base, while ensuring the delivery of exceptional financial planning services to new clients across the South West region. Our organization prides itself on its collaborative work environment where every team member's contribution is valued and recognized. We foster a culture that encourages professional development with ongoing training and opportunities for career advancement. Join us, and you will be part of an inclusive, supportive community, committed to making a real difference in the financial lives of our clients. If you are a forward-thinking financial planner with a passion for client service and a keen eye for business development we would love to hear from you. Help us shape the financial futures of those in the South West region, as part of our dedicated team at . Apply today!