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Chartered Financial Planner Opportunity
2 months ago
Job Title: Senior Financial Planner - Kent
Job Type: Full-time
Company: Financial Divisions
About the Role:
We are seeking a highly skilled and experienced Senior Financial Planner to join our team in Kent. As a Senior 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:
- Manage a portfolio of HNW clients, providing expert financial advice and guidance to help them achieve their financial goals.
- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
- Provide ongoing support and guidance to clients, ensuring they are aware of any changes to their financial situation and are able to make informed decisions.
- Work closely with the support team to ensure that all administrative tasks are completed efficiently and effectively.
- Contribute to the development of new business opportunities and help to grow the client base.
Requirements:
- Chartered Financial Planner (or very close to completion) qualification.
- Minimum 2 years' experience in a similar role, preferably in an independent wealth planning firm.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
- Ability to work independently and as part of a team, with a flexible approach to working hours.
What We Offer:
- Competitive salary: £70k - £100k (negotiable) + bonuses.
- Pension, death in service cover, income protection, medical cash plan.
- 25 days holiday + bank holidays.
- Opportunity to work with a high net worth client base and develop your skills and expertise.
How to Apply:
If you are a motivated and experienced Senior Financial Planner looking for a new challenge, please get in touch to discuss this opportunity further.
