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Financial Planner

2 months ago

Epsom, Surrey, United Kingdom Financial Divisions Full time

Job Title: Financial Planner

Job Type: Full-time

Company: Financial Divisions

About the Role:

We are seeking an experienced Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW) clients, providing expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities:

  1. Client Management: Manage a portfolio of existing HNW clients, providing ongoing financial planning and advice to help them achieve their financial objectives.
  2. Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their individual circumstances, goals, and risk tolerance.
  3. Investment Management: Manage client investments, ensuring that they are aligned with their financial goals and risk tolerance.
  4. Retirement Planning: Help clients plan for retirement, including pension planning, tax planning, and estate planning.
  5. Protection Planning: Provide clients with protection planning advice, including life insurance, critical illness cover, and income protection.

Requirements:

  • Proven experience as a Financial Planner or in a related role.
  • Strong knowledge of financial planning principles and practices.
  • Ability to communicate complex financial concepts to clients in a clear and concise manner.
  • Excellent interpersonal and customer service skills.
  • Ability to work independently and as part of a team.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.