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Senior Wealth Manager - Financial Planner at Nutmeg

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  • London
  • fulltime

Who we are:

Nutmeg is the UK’s largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. Launched in September 2012, Nutmeg now manages over £4.5bn on behalf of over 200,000 clients who have sought the powerful combination of an easy-to-use, adaptable investment service and market-leading human advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase’s digital bank in the UK.

At a time when people are seeking the closer relationship with money that technology can provide, Nutmeg:

  • Has a team of over 240 employees
  • Offers award winning stocks and shares ISA, Junior ISAs and Lifetime ISAs, as well as a personal pensions and general investment accounts
  • Provides financial planning and advice alongside our award winning client services team

*We offer flexible working*

Job in a nutshell:

We are expanding our Wealth Services division and are seeking an experienced, truly client-centric Financial Planner to join our team on a full-time, permanent basis. Your role will be centred around building trusted relationships with our HNW, core and prospective client base. You will ensure that our Financial Planning service is delivered compliantly and to an exceptional standard, always creating the very best outcomes for our clients. The role will also include an element of financial guidance and securing new business from prospects and existing clients who do not require full financial advice. You should possess a Diploma in Financial Services to at least Level 4, and you should have a minimum of 3 years’ experience within the planning sector, as well as significant relationship management experience.

We believe in investing in talent and bringing target-driven individuals with us on our journey, so this is a fantastic opportunity for an ambitious applicant who wants to grow their career with us. Here’s a quick overview of what you’ll be doing day-to-day:

  • Act as the lead point of contact for clients seeking advice with a discretionary portfolio manager and deliver a tied and restricted planning service.
  • The role will be performed on a hybrid basis - with planning as your priority, you will also receive warm opportunities to develop relationships with new and existing clients in a guidance only service.
  • Meet with clients virtually and occasionally face to face where needed, establishing trusted, long-term relationships with our clients to ensure that they remain satisfied and engaged.
  • Conduct in-depth analysis through fact find and know your client processes of clients personal and financial circumstances, building cashflow forecasts and presenting Financial Plans best suited to individual clients’ goals.
  • Assisting clients to make informed decisions and educate them on the Company’s Financial Planning and Investment Philosophy.
  • Work with the support of a paraplanner, providing supervision and guidance where required.
  • Pro-actively manage new client referrals to generate long lasting relationships for the business.
  • Working closely with our Quality & compliance team and ensuring that client files, documents and CRM systems are up to date and service quality is maintained.
  • To always comply with the regulations and internal procedures and standards, always treating client care as a priority.

Requirements

Your skills:

  • You should possess a Diploma in Financial Services to at least RDR Compliance Level 4 (ideally working towards Level 6, CII, CISI, CFA) with 3 years’ experience in advice.
  • You will have demonstrable practical awareness and up to date knowledge of retail financial products, markets and current regulatory expectations.
  • You will be somebody who is truly service oriented, with keen attention to detail and an ability to complete tasks to the highest standards.
  • You will be a self-motivated, analytical problem solver who is highly organised and able to manage urgent and competing deadlines on a daily basis.
  • You will have the ability to generate new business from a range of lead sources, managing these to delivery excellent client outcomes, both from guidance and financial planning.
  • You will be confident juggling multiple priorities with excellent time management skills.
  • You should have a passion for building strong and long-lasting relationships with clients.
  • You will be an excellent communicator with the ability to explain and guide clearly and concisely whilst also cultivating strong and lasting client relationships.
  • Hold the highest standards of ethics and integrity.


Please note that this role is subject to compliance with the FCA’s Senior Managers & Certification Regime (“SMCR”). As a result, we are required to apply enhanced vetting procedures post offer acceptance.

The successful candidate will further be subject to ongoing compliance with SMCR to include annual review of fitness and propriety.

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