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Senior Financial Planner

2 months ago

Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
Financial Planner Opportunity

We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our existing book of business, providing expert financial advice to our clients, and helping them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of clients, providing tailored financial advice and guidance
  • Develop and implement financial plans to help clients achieve their goals
  • Build and maintain strong relationships with clients, understanding their financial needs and objectives
  • Collaborate with our team to deliver exceptional client service and support

Requirements:

  • 5 years of experience in financial planning or a related field
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • A competitive salary of £65,000 - £80,000
  • A bonus structure based on performance
  • An attractive benefits package and holiday allowance
  • Full administration and paraplanning support

If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch with us to discuss this opportunity further.