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Senior Financial Planner
2 months ago
Job Title: Chartered Financial Planner
Company: Meraki Talent Ltd
Job Type: Permanent
Salary: Competitive
Location: Remote (Newcastle)
About the Role:
We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management firm, you will be responsible for providing bespoke financial advice to a portfolio of high-net-worth clients.
Key Responsibilities:
- Financial Planning: Develop and implement comprehensive financial plans for clients, covering investments, pensions, tax planning, and estate planning.
- Client Relationships: Build and maintain strong relationships with clients, providing a holistic approach to financial planning and delivering exceptional customer service.
- Fact-Finding: Conduct thorough fact-finding to understand client needs and objectives, ensuring that financial plans are tailored to meet their individual requirements.
- Financial Planning and Recommendations: Prepare and present detailed financial plans and recommendations to clients, ensuring that they are clear, concise, and easy to understand.
- Industry Knowledge: Stay up-to-date with market developments, regulatory changes, and best practices in financial advice, ensuring that clients receive the highest level of expertise.
- Compliance: Maintain compliance with all industry regulations and company policies, ensuring that financial advice is delivered in a transparent and ethical manner.
Requirements:
- Chartered Financial Planner Status: CII or equivalent qualification.
- Proven Track Record: Demonstrable experience in managing a client portfolio and delivering high-quality financial advice.
- Industry Knowledge: In-depth knowledge of pensions, investments, tax planning, and protection products.
- Communication Skills: Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Teamwork: Ability to work independently and as part of a collaborative team.
- Continuous Professional Development: Demonstrable commitment to continuous professional development and maintaining industry knowledge.
What We Offer:
As a Chartered Financial Planner at Meraki Talent Ltd, you will have the opportunity to work with a leading wealth management firm, delivering high-quality financial advice to a portfolio of high-net-worth clients. We offer a competitive salary, a collaborative and dynamic work environment, and opportunities for continuous professional development.
