Job description

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  • Location:
    London - 30 Gresham Street
  • Employee Type:
    Permanent
  • Department:
    Financial Planning Team
  • Division:
    Financial Planning
  • Employment Type:
    Full time
  • Salary:
    Competitive

Associate Financial Planner Director (4729)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Role: Associate Financial Planner Director

Location: London

Join a team of financial planners, paraplanners and other support staff, that works collaboratively across the London office. The team provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investment solutions and Inheritance Tax planning strategies. 

Description of role and key responsibilities

  • Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm.
  • Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly.   To promote the wealth and investment proposition for Investec including Discretionary Investment Management.
  • Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue.
  • Engage with change as roles transition to a Wealth Planner advice model.
  • To consider the opportunities to add value to a client relationship with the services from the wider Investec Group.

Core skills and knowledge

  • High level of technical knowledge required in all aspects of financial planning. Good investment knowledge.
  • Fully qualified with Chartered status (or equivalent) preferred or we'd consider someone with progress to chartered status.
  • May suit a Wealth Planner with strength in the area of advice
  • Can demonstrate alignment with the client centric ethos of the firm
  • Embedded in our culture is a sense of belonging and inclusion.  To share this responsibility to support an environment in which everyone is free to express themselves.
  • Ideally qualification & experience of Defined Benefit Pension Scheme transfers, although not essential.

 
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Location
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN
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Meet the recruiter

Louise Radcliffe

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Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance