Location – Richmond House, Hale, UK
Salary – £22,000-£45,000 (dependant on experience and qualifications)
Who are we…
Foresight Wealth Strategists are an award-winning financial planning practice, based in the centre of Hale, near Altrincham. Since 1998, we have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to our continued expansion, we are looking to recruit an additional Client Managers to join our dynamic and forward-thinking team. At Foresight Wealth Strategists, we only want the most talented people to join our dynamic team. Working with Business Owners and Entrepreneurs our team thrives off a fast paced working environment and can easily adapt to changes. We have ambitious plans, and these can only be achieved by recruiting the right people. When we say that we are offering a career rather than a job, we mean it. A Client Manager carries out a different role to a traditional paraplanner. You will be working closely and supporting our Wealth Strategists whilst owning a bank of clients that you will be expected to proactively manage and build relationships with.
Who are you…
In an ideal world, you would have achieved the Chartered Insurance Institute (CII) Diploma in Financial Planning or you are already studying towards Level 4 Diploma in Regulated Financial Planning We will also encourage you to achieve Chartered status in the longer term.
You will do
• Attend client meetings alongside Wealth Strategists, and create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
• Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
• Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
• Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
• Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate.
• Be responsible for ensuring that recommendations are fully implemented in a timely manner.
• Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.
You will be
• Committed to putting the Client first • Highly organised, methodical, and disciplined, your inbox never gets full.
• Able to work to tight deadlines
• Updating and reprioritising your to-do list daily.
• Able to create and use Excel spreadsheets including formulae.
• Able to follow instructions and work within defined business processes.
• Able to follow systems for making sure that records are always up to date and transactions correct.
• An excellent communicator with a high level of customer service
• In line with our core values of being Dynamic, Confident, Determined, Willing to Learn, Committed and Forward Thinking.
• Able to work on your own as well as be a great team player
• Able to use back-office systems, ideally Intelligent Office, Selecta Pension, FE Analytics and Iress
Why join us?
Our culture is tantamount to our working life and it is important that our team develop and grow bother professionally and personally.
To support our team’s growth and development professionaly, we cover the cost of all coursework and exam fees. In addition, we offer paid study and exam leave. We also provide excellent on the job training through our Quantum Academy Programme, which enables you to operate at the highest level.
Most of the team prefer to come into the office but there is flexibility to work from home. We are constantly aware of our teams wellbeing and believe that the surroundings of your workplace are important. We offer a vibrant, modern environment to make coming to work a pleasure. We offer a complimentary breakfast and free fruit, as well as a range of high-quality drinks at our expense. We make sure we have fun with organised social events but recognise the importance of having a balanced lifestyle and finish at 3 pm every Friday, we also give you the week off between Christmas and New Year, another day’s holiday so that you can enjoy your birthday, and unlimited unpaid holidays after a qualifying period. includes 20 days, increasing to 25 days holiday after 1 year, holiday, plus bank holidays – obviously.
We also provide the normal perks that you’d expect such as a pension, death in service, and much more besides.
To apply for this role, send a cover letter with a CV to info@foresightws.co.uk
