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Financial Planner
2 months ago
Financial Divisions is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for managing existing high net worth (HNW) clients with assets ranging from £500k to £2m.
The ideal candidate will have 2-3 years of experience in financial planning and a strong understanding of pensions, investments, tax planning, cash flow modeling, retirement planning, and protection strategies.
As a Financial Planner at Financial Divisions, you will have the opportunity to work with complex HNW cases and provide expert advice to our clients. You will also be part of a dynamic team that is committed to delivering exceptional service and results.
Key Responsibilities:
- Manage existing book of business
- Provide expert financial planning advice to HNW clients
- Work closely with the Managing Director to develop and implement financial planning strategies
- Collaborate with the administration and paraplanning team to ensure seamless delivery of services
What We Offer:
- Attractive benefits package and holiday allowance
- Hybrid working arrangement with flexibility to manage your own diary and days in the office
- Full administration and paraplanning support
If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch to learn more about this exciting opportunity.
