Senior Financial Planner

7 days ago

Hersham, Surrey, United Kingdom Financial Divisions Full time £75,000 - £90,000

Job Title: Senior Financial Planner

Job Summary:

We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing support and guidance to clients, monitoring their financial progress and making adjustments as needed.
  • Work closely with clients to understand their financial objectives and develop tailored solutions to meet their needs.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that clients receive the best possible advice.

Requirements:

  • Chartered Financial Planner or equivalent qualification.
  • Minimum 5 years of experience in financial planning, with a proven track record of success.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach.

What We Offer:

  • A competitive salary and bonus scheme.
  • A comprehensive benefits package, including life cover, private health insurance, and private medical insurance.
  • Free car parking.

About Us:

Financial Divisions is a leading provider of financial services, with a reputation for delivering high-quality advice and guidance to our clients. We are committed to providing a supportive and collaborative work environment, with opportunities for professional development and growth.

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