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Chartered Financial Planner

2 months ago

Epsom, Surrey, United Kingdom Financial Divisions Full time

Job Title: Senior Financial Advisor

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Remote (with occasional face-to-face meetings)

Job Description:

We are seeking an experienced Senior Financial Advisor to join our team at Financial Divisions. As a Senior Financial Advisor, you will be responsible for managing a portfolio of High Net Worth (HNW) clients, providing expert financial planning and wealth management services.

Key Responsibilities:

  • Manage a portfolio of HNW clients, providing personalized financial planning and wealth management services
  • Develop and implement comprehensive financial plans, taking into account clients' unique needs and goals
  • Provide ongoing financial guidance and support to clients, including investment advice, tax planning, and retirement planning
  • Collaborate with internal teams, including paraplanners and administrators, to ensure seamless delivery of services
  • Stay up-to-date with industry developments and best practices, applying this knowledge to enhance client outcomes

Requirements:

  • Chartered Financial Planner (CFP) designation or equivalent
  • Minimum 5 years of experience in financial planning and wealth management
  • Proven track record of delivering high-quality financial planning services to HNW clients
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Flexible working arrangements, including remote work options