Stephen Bell Associates Ltd
Retirement focused Financial Planning Manager – Leading Wealth Manager
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Our client
Our client is a leading London based wealth management business with a strong brand, a high-quality proposition and an established client base. They are seeking to hire an experienced Financial Planning Manager to provide retirement focused advice.
Key Responsibilities
- Provide regulated, high quality, retirement, pensions and investment advice. This would include advice on lifetime allowance issues, pension consolidation including DB transfers, the transfer of pensions with safeguard benefits and investment advice on ISA and Investment Accounts.
- Produce clear, compliant and professionally written suitability reports and supporting documentation.
- Ensure all advice and client interactions comply with FCA regulations, Consumer Duty requirements and internal compliance standards.
- Maintain accurate, complete and up-to-date client records.
- Deliver a positive client experience with a professional and customer-focused approach.
- Work collaboratively with colleagues and the broader business.
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Candidate Requirements
The successful candidate will be a Financial Planner with proven experience of providing regulated advice to clients, with strong exposure to retirement planning; excellent interpersonal, communication and relationship building skills; QCF Level 4 Diploma in Regulated Financial Planning and/or Advanced Diploma in Financial Planning; current holder of competent adviser status; a valid Statement of Professional Standing (SPS) with up-to-date Continuous Professional Development CPD and good IT skills.
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Experience of cashflow modelling and advising on safeguard pension benefits and holding an appropriate qualification for this advice is desirable.
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