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Senior Financial Planner Opportunity
2 months ago
About the Role:
Financial Divisions is seeking a highly skilled and experienced Financial Planner to join their team as a Chartered Financial Advisor. This is an excellent opportunity for a seasoned professional to take on a senior role and contribute to the growth and success of the company.
Key Responsibilities:
- Manage a portfolio of existing clients, providing holistic financial planning services and building strong relationships.
- Generate new business through referrals, recommendations, and networking.
- Work closely with the Directors to develop and implement business strategies.
- Collaborate with other team members to achieve business objectives.
Requirements:
- Chartered status or working towards Chartered status.
- At least 3-5 years of solid advising experience.
- Proven track record of generating new business and building strong client relationships.
- Excellent communication and interpersonal skills.
What We Offer:
- A competitive basic salary of £65k-£85k.
- A comprehensive benefits package, including PMI and PHI.
- The opportunity to work with a reputable and established company in the financial services industry.
- A dynamic and supportive work environment.
