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Senior Financial Planner

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time £60,000 - £80,000
About the Role

We are seeking a highly skilled Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing existing clients with complex High Net Worth (HNW) cases.

Key Responsibilities
  • Provide expert financial advice to HNW clients on pensions, investments, tax planning, cashflow modelling, retirement planning, and protection strategies.
  • Manage a portfolio of clients with assets ranging from £200,000 to multiple millions.
  • Work closely with the Managing Director to develop and implement strategies to grow the business.
  • Meet with clients to discuss their financial goals and develop personalized plans to achieve them.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.
What We Offer
  • A competitive salary with bonuses on initial advice fees at 50% once you have met 2x validation of your salary and 20% of ongoing fees.
  • A self-employed role with a negotiable package.
  • The opportunity to work with a reputable and established financial services company.
  • A supportive and collaborative team environment.
Requirements
  • Experience as a Financial Planner with a background in Self-Invested Personal Pensions (SIPPs) and other complex financial products.
  • Strong knowledge of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.