Financial Planner, Wealth Management, London

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Client:

BDO

Location:

London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

2b48d1379827

Job Views:

81

Posted:

18.02.2025

Expiry Date:

04.04.2025

Job Description:

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.

Our Wealth Management practice is looking for a Financial Planner to join the team and own the following responsibilities:

Responsibilities

1. Process client data and complete data entry in financial planning software.
2. Identify financial planning needs and solutions for clients by considering the client’s wealth, life goals, and other objectives.
3. Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning.
4. Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals.
5. Other Financial Planning tasks including, but not limited to: meeting preparation, RRSP, RESP, and TFSA account tracking, research assignments, prepare report packages, and other duties as assigned.
6. Ad hoc duties and projects as required.

How do we define success for your role?

1. You demonstrate BDO's core values through all aspects of your work: Integrity, Respect, and Collaboration.
2. You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
3. You identify, recommend, and are focused on effective service delivery to your clients.
4. You share in an inclusive and engaging work environment that develops, retains, and attracts talent.
5. You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
6. You grow your expertise through learning and professional development.

Your experience and education

1. Be pursuant or have completed the Certified Financial Planner (CFP) designation.
2. 3+ years’ experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment-related workplace).
3. Inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements.
4. You ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite.
5. Strong analytical and problem-solving abilities.
6. Ability to work well independently with minimal supervision.