Company
Financial Services
WealthPlanner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Wealth Planner. Skills: Financial planning, Investment advice, Regulatory framework, Client relationships. Provide SME expertise on products and services. Identify market trends and regulatory requirements”
Industry & Context.
Problem-solving abilities; Analytical thought; Interpretative thinking
Certified role under PRA & UK FCA
What They're Looking For.
Must Have
RDR Level 6 Financial Planning qualification, Previous financial planning experience within a regulated environment, Excellent interpersonal and communication skills, Remarkable relationship management skills, Ability to interpret and communicate multi-layered regulatory requirements effectively, Sound commercial judgement, Solid understanding of the Financial Services Industry
Nice to Have
Attention to detail, Experience working within a large organisation, Problem-solving abilities, Digital literacy, Adaptability and resilience
What You'll Do.
Provide SME expertise on products and services
Identify market trends and regulatory requirements
Analyze sales figures and customer feedback
Respond to customer inquiries
Resolve customer issues
Provide guidance on product usage
Present product advantages and features
Assist with development and execution of marketing materials
Participate in training sessions
Share product knowledge and expertise
Participate in events and conferences
Contribute or set strategy
Make recommendations for change
Plan resources and budgets
Manage and maintain policies
Deliver continuous improvements
Escalate breaches of policies/procedures
Define jobs and responsibilities
Plan for department’s future needs
Counsel employees on performance
Contribute to employee pay decisions/changes
Influence operations of a department
Balance short and long term goals
Ensure budgets and schedules meet corporate requirements
Demonstrate leadership behaviours
Create environment for colleagues to thrive
Deliver to an excellent standard
Be a subject matter expert
Guide technical direction
Lead collaborative assignments
Identify need for other specialisation
Train less experienced specialists
Guide less experienced specialists
Coach less experienced specialists
Provide information affecting long term profits
Provide information affecting organisational risks
Provide information affecting strategic decisions
Advise key stakeholders
Manage and mitigate risks
Demonstrate leadership for managing risk
Demonstrate leadership for strengthening controls
Demonstrate understanding of organisation functions
Contribute to achieving business goals
Collaborate with other areas of work
Keep up to speed with business activity
Keep up to speed with business strategies
Create solutions based on analytical thought
Compare and select complex alternatives
Develop innovative solutions
Adopt outcomes of extensive research
Build trusting relationships
Maintain trusting relationships
Build partnerships with stakeholders
Maintain partnerships with stakeholders
Use influencing skills
Use negotiating skills
Provide bespoke financial advice
Help clients achieve wealth structuring needs
Foster long-term client relationships
Offer highly technical
Meet clients' financial goals
Navigate complexities of UK regulatory framework
How You'll Work.
Team & Collaboration
Work with Private Bankers; Work with Wealth Managers; Network with specialists; Collaborate with other areas; Cross-functional collaboration
Communication Scope
Client communication; Stakeholder communication; Presentations
Full Job Description
# **Job Description** **Purpose** To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services. **Accountabilities** * Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. * Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings * Response to customer inquiries, resolution of issues, and provision of guidance on product usage. * Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. * Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content. * Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. * Participation in events, conferences and other networking opportunities to showcase the product and generate interest. **Vice President Expectations** * To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.. * If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring
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