Financial Planner
7 days ago
About our client
An ambitious and expanding privately owned lifestyle focused financial planning business requires a Financial Planner to drive strategic growth and the delivery of quality financial planning advice.
My client is a trusted advice firm offering independent, impartial and holistic advice across financial planning, tax planning and investments to wealthy individuals, families and business owners.
Role description
- Deliver quality client centric financial planning to new and existing clients
- Contribute towards growth and commercial goals of the business
- Be integral towards decision making at leadership level
- Expand and develop introducer relations
Requirements:
- A wellrounded Financial Planner / Financial Adviser
- A track record or aspiration to be involved at leadership level
- Entrepreneurial outlook
- People focused creating a positive working culture
- Ideally Level 6 or progression towards
Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.
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