Wealth Planner
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Job Summary
Purpose of the Job
Our parent company Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others we are small (<1800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
When you join us you are joining a company that values diversity of background equal access to opportunities career development collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
We are seeking a Wealth Planner to join our team based in Leeds at the Senior Associate or Director level. This opportunity is to support our continued growth and to strengthen our long term succession plans offering a unique opportunity for the right candidate.
Key Accountabilities
To be responsible for the management of a portfolio of clients
To be fully competent in providing holistic Wealth Planning advice
To develop and implement an integrated Wealth Planning proposition which will result in the growth of fee income and assets under management for Brown Shipley
To work closely with senior colleagues to ensure that high level Wealth Planning advice is provided to clients of the firm within the areas of: 1. Pensions 2. Estate Planning 3. Investment Structuring. 4. Insurance and 5. Cash Flow Planning.
To meet agreed revenue and business targets as required by Brown Shipley to meet the companys agreed business plan
To conduct your business in accordance with FCA Rules and Internal compliance requirements
To manage and deliver high level Wealth Planning advice including pensions and tax based financial products to clients of Brown Shipley in accordance with established Wealth Planning procedures and the T&C regime of the business.
Lives by a Risk Culture has an excellent understanding of the business and related risks
Provides holistic wealth management advice to support the achievement of the clients overall objectives
Results focused open for business enhancing and developing Quintets name and brand.
Creates a partnership culture within team and between teams to deliver Quintets overall business strategy
To contribute to the development of relevant business strategies through participation in meetings and relevant committees
To focus on the departments income target and assist in achieving this by generating income from the client base helping to develop and obtain high quality clients
To ensure you are fully aware of the legislative and internal compliance procedures relating to the role and that you act in accordance with those procedures at all times.
To ensure good lines of communication are maintained between the Bank the client and where appropriate the clients professional advisor
To keep informed of current financial planning practice and developments relevant to pension financial planning and investment markets
Knowledge and Experience
Relevant experience within a wealth planning role within financial services industry.
Likely to have background in wealth planning or other related functions.
Has built relationships with a portfolio of clients and prospects and comfortable networking.
Familiar with defining the right advisory and investment solutions using a broad range of financial instruments partnering with products and services teams.
Understands Risk within context of the role and meets the regulatory obligations as applicable.
Attributes and Qualities
Is client obsessed to provide a best in class service.
Creates a partnership culture within teams and collaborates across all other Quintet network to deliver the overall client proposition.
Works effectively with Group Products & Solutions (GPS) and CIO teams (and other functions) to find the best solutions.
Supports and encourages others to generate a positive working culture sharing information cross-functions.
Takes a solution oriented approach and challenges the way we do things: see it say it fix it.
Effective communicator (both written and verbal) and good at influencing audiences in person and presenting to clients.
Resilient problem solver effective planner with a partnership approach.
Technical Skills
Qualified Adviser Certified as an Adviser specified as a Wealth Planner in accordance with the relevant Training & Competency Scheme. Level 4 as a minimum Level 6/7 desirable.
Proven threshold competent and operate with a full understanding of Risk within a regulatory framework.
Languages Skills
Fluent in Engish any European language advantageous
Key Skills
- GIS
- JAWS
- Military Experience
- Business Management
- Emergency Management
- Joint Operations
- Production Planning
- Relationship Management
- Strategic Planning
- ERP Systems
- Exercise Planning
- MRP
About Company
We want to be a partner for you and your family, always focused on your needs, making use of our global strength to deliver a boutique experience…
