Senior Financial Planner

2 months ago

Guildford, Surrey, United Kingdom Financial Divisions Full time

Established Financial Services Firm Seeks Experienced Adviser

About the Role:

We are a reputable financial services company, Financial Divisions, seeking a highly skilled and experienced Senior Financial Planner to join our team. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser, generating £250k in ongoing advice fees.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing holistic advisory services and generating new business through recommendation and referral.
  • Work closely with our directors to develop and implement strategies to grow our client base and increase revenue.
  • Collaborate with our team to provide exceptional client service and ensure high levels of client satisfaction.
  • Contribute to the development of our investment proposition and ensure it aligns with our clients' needs and expectations.

Requirements:

  • Chartered Financial Planner or equivalent qualification.
  • At least 3-5 years of solid advising experience, with a proven track record of managing high net worth clients.
  • 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 provide tailored advice to clients.

What We Offer:

  • A competitive basic salary of £60k-£80k.
  • A hybrid working arrangement, with flexibility to work from home on occasion.
  • An attractive benefits package, including opportunities for professional development and growth.

Join Our Team:

Financial Divisions is a dynamic and forward-thinking financial services company, committed to providing exceptional client service and delivering high-quality advice. If you are a motivated and experienced financial planner looking for a new challenge, we would love to hear from you.

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